Our Team


Jeff Cedarholm
CFP®, ChFC®, CLU®

President
Chief Investment Officer

Lauren Cooper
CFP®, MS

Associate Financial Planner

Andrew Gipner
CFP®, MS

Lead Financial Planner

Wes Johnson
MS

Investment Analyst

Jeff Jones
CFP®, EA, MS

Lead Financial Planner

Whitney Rhyne
CFP®, MS

Associate Financial Planner

Jessica Smith
CFP®, CAP®, CLU®, CPWA®

Vice President
Director of Financial Planning

Debbie Wright

Office Manager