Tyler Purcell
Tyler grew up with the mantra of the 4 F’s… family, finance, football, and fun. The order of those items is not a coincidence, either!
Ryan Mannen
Ryan strives to be more than just an operations leader—he’s dedicated to safeguarding clients’ sensitive data and ensuring seamless operations, acting as a trusted ally clients can rely on with confidence.
Lori Ready
Lori is passionate about her long term client relationships and looks forward to building new ones!
Tim Power
A relationship builder and connector, Tim’s specialty is creating connections and empowering clients to to live their best and highest lives.
Nic Gookin
Nic aligns clients’ values with investments, balancing fulfillment alongside profit in their financial paths, and cultivating joy in meaningful connections.
Bob Gavlak, CFP®
Bob strives to be more than just an investment advisor — and is grateful for his role as a trusted ally who can be leaned on at any time.