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.

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