About Us

Staff

Brad Patton - CFP®, Planner

Brad Patton, CFP®

Planner

 
Kathy Henderson - Senior Registered Client Associate

Kathy Henderson

Vice President Operations,
Senior Registered Account Administrator

 
Pam Blewett - Senior Client Associate

Pam Blewett

Senior Account Administrator

 
Amanda Beck - Account Administrator

Amanda Beck

Account Administrator

 
Brittni Crist - Administrative Associate

Brittni Crist

Administrative Associate

 

Leadership

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals