Our Advisors

Marty Watkins Team

Marty Watkins, CFP®

Founder/President

Sam Watkins Team

Sam Watkins, CFP®

CIO

Richard Hopkins Team

C. Richard Hopkins, MD, CRPC®

Financial Advisor

Jared Empey Team

Jared Empey, MSFS

Financial Advisor

Richard M Lee Team

Richard M. Lee, MD, CRPC®

Financial Advisor

Jake Rushton Team

Jake Rushton, AIF®

Vice President Retirement Services

Our Team

Joe Griffin Team

Joe Griffin

CEO

Mallory Adams Team

Mallory Adams-Edinborough

COO

Angie Davis Team

Angie Davis

Director

Jessica Osterloh Team

Jessica Osterloh

Account Manager

Tricia Bailey Team

Tricia Bailey, CHSA

Client Experience Manager

Leah Claspell Team

Leah Claspell

Advisor Assist

Brooke Buechele Team

Brooke Buechele

Advisor Relations Manager

Jae Jung Team

Jae Jung

Office Manager

Sara Dewitt Team

Sara Dewitt

Marketing Manager

Carter Larsen Team

Carter Larsen

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