WHO WE ARE

The Team

Meet the Team

 BILL CARDWELL, CFP®

President | Financial Planner | Advisor

AUSTIN CRITES, CFA

Chief Investment Officer

REED HUBBERT

Financial Planner | Advisor

CHAD GIFFORD

Financial Advisor

ALEX WATKINS

Financial Advisor

JACKSON COLLINS

Associate Financial Planner

RISHABH GOYAL

Associate Portfolio Manager

ELENI ROBINSON

Director of Client Services

 ALLISON NORDENBROCK

Marketing Director