WHO WE ARE

Our Team

We’re here to support your financial journey. Get to know our team and connect with us today.

Jeremy Nesset, CWS®

Senior Vice President, Financial Advisor

Brad Rice, CWS®

Senior Vice President, Financial Advisor

Dustin Zager, CRPC®, CWS®

Senior Vice President, Financial Advisor, Branch Manager

Riley Powe, CRPC®, CWS®

Associate Financial Advisor, Supervisory Branch Operations Manager

Tracy Keller

Registered Client Associate

Emily Smith

Client Associate

Connie Evans

Cashier, Receptionist