Marty Watkins, CFP®
Founder/President
Sam Watkins, CFP®
CIO
C. Richard Hopkins, MD, CRPC®
Financial Advisor
Jared Empey, MSFS
Financial Advisor
Richard M. Lee, MD, CRPC™, AWMA™
Financial Advisor
Michael Espinsoa
Vice President Retirement Services
Our Team
Joe Griffin
CEO
Mallory Adams-Edinborough
COO
Angie Davis
Director
Tre Nelson
Lead Paraplanner
Thomas Reed
Paraplanner
Carter Larsen
Paraplanner
Jessica Osterloh
Director of Retirement Services
Leah Claspell
Advisor Assist
Brooke Buechele
Advisor Relations Manager
Sara Dewitt
Marketing Manager
Amber Miller
Office Manager
Abigail Staveley
Advisors Relations Manager
Abby Johnson
Operations Manager