Associates

 
  • Randy Pattison, CTFA

    Randy Pattison, CTFA

    Managing Director

  • David Kruis, IAR

    David Kruis, IAR

    Registered Advisor

  • James A. Bankes, CPA/PFS

    Registered Advisor

  • Phillip (Phil) G. Nickols

    Phillip (Phil) G. Nickols

    Chief Administrator

  • Patti Bankes

    Patti Bankes

    Client Services Rep

  • Lisa Pattison, MA

    Lisa Pattison, MA

    Client Services Rep

  • Christine White

    Christine White

    Administration Assistant