Team

  • Gordon Stirrett, CFP
    President
    Certified Financial Planner
  • Kim Clarke
    Branch Manager
    Financial Consultant
  • Carrie Eisener, BA CHS
    Assistant Branch Manager
    Financial Consultant
  • Marshall Dawson, CFP BBA
    Certified Financial Planner
  • Joel Neynens, CFP TEP
    Vice President
    Certified Financial Planner
    Member of the Society of Trust and Estate Practitioners
  • Mark Fultz, BBA
    Financial Consultant
  • Erica van Vulpen, BA
    Business Manager
  • Scott McMahon
    Financial Consultant
  • Erika Hankinson
    Client Administration