Advisory Team

Client Services

Jim Petersen, Founder

Roger Hastings, CFP

Jeff Petersen, CFP

Scott Sarber, CFP

Matthew Neff, CRPC
Blaine Carr, CFP, CPA
 

Carol Harris

Donna Foley

Investment Services

Diane Gaines

Serena Dotson

Josh Chittenden

Kathryn Risch

Administrative Services

Linda Kostenko