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