Nate Butimore – Office Assistant
Meet Our Team
Our experienced professionals love people and are committed to helping you with your financial life. We utilize our collective wisdom to partner with you in pursuit of your life goals. Take a moment to learn more about our diverse and dedicated team.
Julia M. Carlson AIF®, CEPA®
Founder & CEO
Jason H. Harris MBA, CFP®
President
Jennifer Webster
Vice President, People and Operations
David J. Wright (DJ)
Vice President, Investment Management
Matt Beck
Financial Advisor & Financial Coach
Haley Patton
Financial Advisor & Tax Consultant
Ethan Fischel MBA
Financial Advisor & Financial Coach
Chad Wright
Financial Advisor
Amy Carlson
Director - Business Operations
Lourdes M. Lozano (Lou)
Client Relations Manager
Allison Forman
Manager, Client Services and Operations (LPL Licensed)
Christa Encke
Executive Assistant
Jessica Beasley
Executive Assistant
John Bernardio
Lead, Trading and Client Services (LPL Licensed)
Jaron Bos
Client Services and Operations Associate
Jamie Yeaney
Client Services Associate
Susan Behr
Business Operations Associate
Sari Blish
Client Services Associate
Amy McGuirk
Client Services Associate
Rylan Webster
Client Services Associate
Priya Thoren
Marketing and Social Media Coordinator
Brian Riffe
Marketing Manager