Tony Montanari, CIMA®
Founder, Financial Advisor
Paige Hansen, CFP®
Financial Advisor
Lisa Lawwill
Client Service Manager
Mike Ludwick
Advanced Planning Specialist
Paul Keeton
Chief Investment Officer
Marco Galvan
Director of Technology
Chris Bravender
Fixed Income Manager
Alvin Walk
Supervisory Principal, Prospera Financial Services
Jadzia James
Marketing Coordinator