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.
Connect with me on LinkedIn Email MeLike us on Facebook
Mike Simpson, CFP®
Investment Advisor Representative
Technology guy, kinda. Cigar connoisseur. Been known to carry a gun.
Connect with me on LinkedIn Email MeLike us on Facebook
Taylor Haney, CDFA™
Investment Advisor Representative
Idea guy. Has too many hobbies. Guitarslinger.
Connect with me on LinkedIn Email MeLike us on Facebook
Chris Ahler
Investment Advisor Representative
Cultured. Enjoys the finer things. Has a notable bucket list.
Connect with me on LinkedIn Email MeLike us on Facebook
Joe Ellis
Investment Advisor Representative
Does things his own way. Old school. Can teach you how to fish.
Email MeLike us on Facebook
Joe McCameron
Investment Advisor Representative
Sweet, but doesn't like tea. Marine turned pastor turned insurance agent and financial advisor. Great storyteller.
Email MeLike us on Facebook
Terri Carlin, CTFA
Client Services and Operation Manager
Office matriarch. Loves the beach. Great listener.
Connect with me on LinkedIn Email MeLike us on Facebook
Adam Velasco
Compliance Manager
World's okayest golfer. Enjoys a good film. Doesn't like unneccesary work.
Connect with me on LinkedIn Email MeLike us on Facebook
Broker Check   ›   brokercheck.finra.org