Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Team 1
Leo Carton, CFP®
Financial Case Manager
Gordon Defiel CFP®
Financial Case Design Specialist
Brian Letourneau, CFP®
Financial Case Design Specialist
Jocelyn Muehlbauer
Financial Case Design Coordinator
Mark Hibbard
Financial Case Design Specialist
Kevin Singh
Financial Case Design Specialist
Christina Kruize
Financial Case Design Specialist
Michael Brodzinski
Financial Case Design Specialist
Team 2
David Rhoten, CFP®
Financial Case Manager
Bryon Deiss
Financial Case Design Specialist
Connor Kirkeide
Financial Case Design Specialist
George Yankoupe
Financial Case Design Specialist
Jacob Bennett
Financial Case Design Specialist
Justin Travers
Financial Case Design Specialist
Max Mataya
Financial Case Design Specialist
Michael Ward
Financial Case Design Specialist
Wyatt Anderson
Financial Case Design Specialist