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Our Team

How We Work

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