Our Team

 

  • Michael Graham, CFP®

    Financial Consultant / President

  • Nathan White, AIF®, CPFA®

    Financial Consultant /
    Vice President

  • Cal Lyons

    Financial Consultant /
    Vice President

  • Dan Hiett

    Vice President
    of Insurance Services

  • Scott Fisher, CFP®

    Financial Consultant

  • Christopher Franklin

    Financial Consultant

  • Angela Johnson

    Executive Assistant

  • Karen Lavezzi

    Administrative Assistant

  • Natalie Livingston

    Communications Director

  • Sarah Gritzmacher

    Operations Associate

  • John Graham, CLU®

    Co-founder