Collaboration is at the core of our approach.
We team up internally and with outside partners, so every aspect of your plan is balanced and vetted.
Kevin Dick, AIF®, AAMS®, CRPS®, CPFA®
CEO, Managing Director
Carrie Dick, CPFA®, CEPA
President, Managing Director
Shane Keith, MBA®, CFP®, CPFA®
Executive Partner, Vice President
Heidi Oakley, AIF®
Advisor Lead, Financial Advisor
Diane Greer, CRPC®, AIF®, AWMA®
Financial Advisor
Dylan Justice, AIF®, CFP®
Executive Partner, Financial Advisor
Ryan Fanizza, CPFA®
Financial Advisor
Erin Litchfield, FPQP®
Operations Lead, Paraplanner
Kaylee DeOcampo, FPQP®
Paraplanner
Cindy Boyes
Client Service Associate
Thomas Knoell III
Licensed Operations Associate
Hunter Moore
Client Service Associate
Simon Marx
Client Service Associate
Shelley Spicer
Marketing Lead
Kevin Dick, AIF®, AAMS®, CRPS®, CPFA®
CEO, Managing Director
Carrie Dick, CPFA®, CEPA
President, Managing Director
Shane Keith, MBA®, CFP®, CPFA®
Executive Partner, Vice President
Heidi Oakley, AIF®
Advisor Lead, Financial Advisor
Diane Greer, CRPC®, AIF®, AWMA®
Financial Advisor
Ryan Fanizza, CPFA®
Financial Advisor
Dylan Justice, AIF®, CFP®
Executive Partner, Financial Advisor
Erin Litchfield, FPQP®
Operations Lead, Paraplanner
Cindy Boyes
Client Service Associate
Shelley Spicer
Marketing Lead
Kaylee DeOcampo, FPQP®
Paraplanner
Simon Marx
Client Service Associate
Hunter Moore
Client Service Associate
Thomas Knoell III
Licensed Operations Associate