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Our Team

• Rick Small

  Financial Advisor

Financial Professional

• Megan Beckman

  Financial Professional

• Chris Coffman*

  Financial Professional

• Verna Curry*

  Financial Advisor

• Seth Edgil*

  Financial Advisor

• Pam Goswick*

  Financial Advisor

• Bryan Holen*

  Financial Advisor

• James Janssen*

  Financial Advisor

• Bret Klabunde*

  Financial Advisor

• Noah Lohan*

  Financial Advisor

• John Loudon*

  Financial Advisor

• Josh Mikus*

  Financial Advisor

• Brian Phares

  Financial Professional

• Fred Phelan

  Financial Professional

• Randy Trost

  Financial Professional

Leadership

• David Guttery*, RFC

  CEO

• Bobby McCullough**

  President

• James Christensen, Jr.*

  Founder & Financial Advisor

• Robin Martin, cABCF (Hon), FLMI, ACS, AIAA

  Chief Operating Officer

• Wanda Caffrey*

  Vice President - Retirement & Financial Planning & Financial Advisor

• Jim Pflug

  Chief Financial Officer, Financial Professional

Support

• Christy Anderson

  Client Service Associate

• Ameer El-Fallah

  Intern

• Laurie Hatfield

  Practice Manager

• Patricia Hughes

  Director of Finance & Contracting

• Eli Jeffers

  Junior Financial Professional

• Lori Kastrup**

  Registered Assistant

• Julie Koborg

  Director of Marketing

• Kimberly LeGary**

  Client Service Director

• Susan Marshall

  Client Service Associate

• Sara McCullough

  Client Service Associate

• Melissa Phelan**

  Registered Assistant

• Ben Siebler

  Administrative Assistant

• Ryan Stauffer

  Intern

• Meredith White

  Practice Manager

• Toni Wiese

  Client Relations & Operations Coordinator