Our Values
Our core values are reflected every day in the way we do business and approach our partnerships.
Executive Leadership
Jim Dickson
Founding Partner and CEO
Bradford Smithy, CIMA®
Founding Partner and President of Wealth Management
Caitlin Douglas
Founding Partner and COO
Duke Schillaci
Founding Partner and Head of Investments
Greg Anderson
President, Investments
Michael Sabre
Chief Compliance Officer
Advisor Services Group
Lynda Abshire
Diana Bengtson
John Borash
Melinda Brodbeck
Daniel Carranza
Javon Daniel
Derek Erickson
Lara Galloway
Ryanne Gardner
Donna Goode
Pamela Grover
Ed Hildebrand
Katie Johnson
Hannah Krzywonos
Lisa Lee
Jami Mackenzie
Megan Mackenzie
Lauren Miller
Tom Morris
Katie Nelson
Michele Nelson
Mark Preston
Dawn Schommer
Ryan Tabris
Brian Terraciano
Tracey Trapani
Nick Wankier
Nancy Wefler
Brett Witzke
Jackson Wolfe
Melissa Yetter
Jayme Zupo
Investment Solutions Group
Kwon Anderson
Carson Bennett
David Blanchette
Eric Englebrecht
Ryan Kimbrel
Mike Klever
Zach Slater
