Meet Our Team

Mike Osborne, AIF®

Mike Osborne, AIF®

Managing Partner / Financial Advisor

Paul Ward, CRPC®

Paul Ward, CRPC®

Managing Partner / Financial Advisor

Don Morse

Don Morse

Financial Advisor

Derick Walters, CFP®

Derick Walters, CFP®

Financial Advisor

Mike Russell, CRPC®

Mike Russell, CRPC®

Financial Advisor

Jeannine Edmonds, CFP®

Jeannine Edmonds, CFP®

Financial Advisor

Bryan Hays

Bryan Hays

Financial Advisor

Jacob Cummings, CFP®

Jacob Cummings, CFP®

Financial Advisor

Lance Gorsuch

Lance Gorsuch

Financial Advisor

Randy Powell, ChFC®

Randy Powell, ChFC®

Financial Advisor

Ian Campbell

Ian Campbell

Financial Advisor

Michael Sheerin, AIF®

Michael Sheerin, AIF®

Financial Advisor

Jamie Hornback

Jamie Hornback

Branch Operations Manager

Seth Schumacher, CRPC®

Seth Schumacher, CRPC®

LPL Registered Sales Associate

Julie Norman

Julie Norman

Client Services Associate