Building Wealth is a Team Accomplishment
Craig Hamilton
Strategic Advisor
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Davonta' Martin
Planning Associate
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Donya Smith
Director of First Impressions
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Grant Monson, CFP®, CLU®, ChFC®
CEO | Partner
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Joseph Kuehn, CFP®
Financial Advisor
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Josh Whelan, CFP®, CLU®, ChFC®
CMO | Financial Advisor | Partner
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Laura Horne
Operations Coordinator
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Mallory Hall, CFP®, CPWA®
Financial Advisor
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Nikki Wright
Director of Client Care
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Ryan Colis, CFA®, CFP®
COO | Partner
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Ready to meet with our team?
We’d love to have a discussion with you to find out if we’re a fit!