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

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

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

Anne Hepfl

Anne Hepfl

Trey Oler RP®

Trey Oler RP®

Hannah Rogge

Hannah Rogge

Stacie Garza

Stacie Garza

Mark Kooiman
 (picture coming soon)

Julie Garcia

Julie Garcia