Left to right: Top row - Cris Cabanillas, Steve Merrell, Ken Petersen, Trey Oler, Gary Alt; Bottom row - Hannah Rogge, Anne Hepfl, Julie Garcia, Mark Kooiman. Not pictured: Lisa De Ville

Left to right: Top row - Cris Cabanillas, Steve Merrell, Ken Petersen, Trey Oler, Gary Alt; Bottom row - Hannah Rogge, Anne Hepfl, Julie Garcia, Mark Kooiman. Not pictured: Lisa De Ville

Our Team

(Click the pictures to read team member biographies.)

Kenneth B. Petersen CFP®, EA, MBA, AIFA®

Kenneth B. Petersen CFP®, EA, MBA, AIFA®

Gary E.D. Alt AIF®, CFP®          

Gary E.D. Alt AIF®, CFP®          

Steven C. Merrell CFP®, MBA, AIF®

Steven C. Merrell CFP®, MBA, AIF®

Cristofer A. Cabanillas AIF®, CFP®

Cristofer A. Cabanillas AIF®, CFP®

Lisa De Ville

Lisa De Ville

Trey Oler RP®

Trey Oler RP®

Julie Garcia

Julie Garcia

Hannah Rogge

Hannah Rogge

Anne Hepfl

Anne Hepfl

Mark Kooiman

Mark Kooiman