Team Members

Roger Kiger, CFP®
Chief Manager and Investment Advisor Representative
Makes decisions. Uncanny ability to stay calm. Would cycle to work if there was a shower.
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Mike Simpson, CFP®
Investment Advisor Representative
Technology guy, kinda. Cigar connoisseur. Been known to carry a gun.
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Taylor Haney, CDFA™
Investment Advisor Representative
Idea guy. Has too many hobbies. Guitarslinger.
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Chris Ahler
Investment Advisor Representative
Cultured. Enjoys the finer things. Has a notable bucket list.
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Joe Ellis
Investment Advisor Representative
Does things his own way. Old school. Can teach you how to fish.
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Jack Martin, CFP®
Investment Advisor Representative
Knows only one way - the right way. Been known to use a calculator. Doesn't age.
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Joe McCameron
Investment Advisor Representative
Sweet, but doesn't like tea. Marine turned pastor turned insurance agent and financial advisor. Great storyteller.
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Terri Carlin, CTFA
Client Services and Operation Manager
Office matriarch. Loves the beach. Great listener.
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Adam Velasco
Client Services
World's okayest golfer. Sports commentator. Hard not to like.
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