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
Chad Dutcher, CFA, CPWA®
Dan Lupo, CFA, CFP®
Dave Hodge, CFA, CFP®
Tyler Bosgraaf, CFA, CFP®
Lauren DeHaan Brennan, CRPC™
Dan Michaud, CFP®
Maria Kuiper, CFA
Heather Elve, CFP®
Elizabeth Poole
Pedro Gomes
Lukas Lindhout
Sarah Dunn
Glenn Hefner, CFA
Dave Doppel, CFA
Elly Zandee
Emma Cash
John F. “Jay” Wisentaner, CFA
