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®
Financial Advisor
Jake Rushton, AIF®
Vice President Retirement Services
Our Team
Joe Griffin
CEO
Mallory Adams-Edinborough
COO
Angie Davis
Director
Jessica Osterloh
Account Manager
Tricia Bailey, CHSA
Client Experience Manager
Leah Claspell
Advisor Assist
Brooke Buechele
Advisor Relations Manager
Jae Jung
Office Manager
Sara Dewitt
Marketing Manager
Carter Larsen
Paraplanner