Tony Montanari, CIMA®
Founder, Financial Advisor
Scott Blanchard
Financial Advisor
Paige Hansen, CFP®
Financial Advisor
Lisa Lawwill
Client Service Manager
Jenny Blanchard
Client Service Manager
Tom Worthington, CEP
Vice President – The Pinnacle Group
Marco Galvan
Director of Technology
Paul Keeton
VP of Advisory Solutions
Wes Shindler
Compliance Manager