OUR TEAM

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We have the best jobs in the world: we take really, really good care of people.
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Roy Jones, CFP®, MBA
COO | Co-founder
Joshua Jones, CFP®, MBA
CEO | Co-founder
Jason Lindquist, PhD
Director of Investments | Shareholder
Rick D. Holt
Risk Consultant
Hares Akbar
Systems and Operations Specialist
Monica Akbar
Chief Compliance Officer | Shareholder
Cassandra Johnson
Senior Operations Specialist | Shareholder
Ray M. Jones, Sr.
Emeritus Consultant
Nicole Richardson
Accounting
Gerilyn Merrill
Wealth Advisor
Ryan Tucker
Wealth Advisor | Shareholder
Thomas Melburn, MBA
Wealth Advisor | Shareholder
Adam R. Cook
Wealth Advisor | Shareholder
Adam Lazaro
Wealth Advisor | Shareholder
Jenny Magneson
Operations Specialist
Yadira Cordero Muñoz
Client Experience Specialist
Briana Connolly
Client Experience Specialist
Nicholas Olsen
Paraplanner
Max Andrus
Executive Support
Denise Vukas
Administrator
Steve Wikstrom
Wealth Advisor
Devin Frampton, CFP®
Certified Financial Planner
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Project Manager

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Account Executive

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Graphic Designer

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