Meet Our Financial Services Team

We’re experienced. Knowledgeable. Social. The List goes on.

Our team of professionals works diligently and collaboratively, providing a network of support as you plan for the future. Meet some of our dedicated specialists below.

Kyle Brownlee

CEO & Senior Wealth Advisor

Stephen O’Neill

Senior Wealth Advisor & Shareholder

Aaron Waters

Senior Wealth Advisor & Shareholder

Andrew Barnes

Senior Wealth Advisor & Shareholder

Vaughn Holcer

Wealth Advisor

Chuck Lipps

Wealth Advisor

Allison Clark

Client Service Associate

Neal Freeman, CFP®

Associate Financial Advisor

Heather Haynes

Client Services Manager

Jena McNaughton

Client Relationship Coordinator

Kass McGrath

Client Relationship Coordinator

Matt Wedel

Registered Representative

Keri Zeder

Registered Client Associate

Misty Spotted Bear

Client Relationship Coordinator

Jim Denton

Wealth Advisor

Allie Martin

Executive Client Services Representative

Diamond Hearn

Client Service Associate

An experienced, reliable financial services team? Check.

Schedule your complimentary consultation with one of our dedicated financial advisors.