Our Team

Staff member Rick Graves, JD, CFP ®

Rick Graves, JD, CFP ®

Owner
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Staff member Brandon Dembowiak, CFP ®

Brandon Dembowiak, CFP ®

Owner
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Staff member Grace Strachan

Grace Strachan

Business Operations
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Staff member Nathan Goings, CFP®

Nathan Goings, CFP®

Advisor
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Staff member Keith Carter, MBA, CFP®

Keith Carter, MBA, CFP®

Advisor
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Staff member Kevin May, JD

Kevin May, JD

Advisor
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Staff member Lori Rondeau

Lori Rondeau

Service Liaison
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Staff member Rebekah Lowderman

Rebekah Lowderman

Executive Assistant
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