People

Our People | Our associates are passionate about building a world-class wealth management firm that advocates and facilitates change in people's paradigms and actions concerning wealth.

+ Peter Cline, CFP® | CEO | Partner

+ Alex Lee, CFP®, ChFC, CLU | Client Advisor | Partner

+ Dwight S. Whiting | Client Advisor | Partner

+ Kimberlee Rankin, CFP® | Client Advisor

+ Davis Walker | Associate Client Advisor

+ Jon Pinkston, CFA | Blue Kayak Partners - Consultant

+ Drew Matzen, CFA | Senior Investment Analyst

+ Brian Hill | Director of Operations

+ Shari Bonnell | Director of Client Services

+ Rose Kline | Associate

+ Gretchen Curtis | Associate

+ Jessica Hanon | Associate

+ Dan Anderson | Associate