Building Wealth
by Building Trust

We are a team of highly experienced and skilled investment, planning and service professionals

who have earned credentials such as Chartered Financial Analyst (CFA®), Certified Private Wealth Advisor (CPWA®) and Certified Financial Planner (CFP®). We are also fiduciaries who are bound to act in the best interests of clients and are always available for clients – a critical advantage given today’s volatile markets and unpredictable economy.

Kurt Arvidson, CFA, MBA

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Chad Dutcher, CFA, CPWA®

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Dan Lupo, CFA, CFP®

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Dave Hodge, CFA, CFP®, CDFA®

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Tyler Bosgraaf, CFA, CFP®

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Elizabeth Poole

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Heather Elve

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Dan Michaud, CFP®

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Tom Christy, CPFA®

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Glenn Hefner, CFA

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Dave Doppel, CFA

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John F. "Jay" Wisentaner, CFA

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John D. Darling

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