Meet the Team

 

  • David Petso CFP®

    Founder, Owner, & Senior Investment Advisor

  • Jennifer Stone CFP®

    President & Senior Investment Advisor

  • Thomas Brown CFP®

    Senior Investment Advisor

  • Michael Jillson CFP®

    Investment Advisor

  • Richard Petso

    Investment Advisor

  • Melissa Hassler

    Associate Advisor

  • Trevor Klugh

    Associate Advisor

  • Jaycie Stone

    Firm Administator

  • Natalie Dante

    Executive Assistant

  • Jaymie Stone

    Administative Assistant