OUR TEAM

To enhance our client relationships we have carefully selected our team which draws from a combined 80 years of Investment Advisory, Wealth Management, Financial Planning, and Banking experience.

BRENT MASON
CFP® CTFA
Managing Partner
BILL BORDERS
CFP®
Partner
LIBBY WILKINS
CDFA®
Investment Advisor
CASEY TINIUS
CFP®
Financial Planning Specialist
JULIE
ALTFILLISCH
Office
Administrator