Meet Our Team

Our Advisor Support Team serves as the governing body overseeing the investment management functions for the firm including research, recommendations, and selection of investments.

Jim Wessels, CPA/PFS, CFA® Photo

Jim Wessels, CPA/PFS, CFA®

Investment Advisory Support Team Member

Jared Sutton, CFA, CFP® Photo

Jared Sutton, CFA, CFP®

Investment Advisory Support Team Member

Arild Holm, CFA® Photo

Arild Holm, CFA®

Investment Advisory Support Team Member

Phyllis Vance, CFA® Photo

Phyllis Vance, CFA®

Chief Financial Strategist Investment Advisory Support Team Member

Sean Phillips, CFA® Photo

Sean Phillips, CFA®

Financial Analyst Advisory Support Team Member

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