Associates

 
  • Randy A. Pattison, CTFA

    Randy A. Pattison, CTFA

    Managing Director

  • Patti Bankes

  • James A. Bankes, CPA/PFS

    James A. Bankes, CPA/PFS

    Registered Advisor

  • David Kruis

    David Kruis

    Wealth Advisor

  • Phil G. Nickols

    Phil G. Nickols

    Client Administrator

  • Christine White

    Christine White

    Office Adminstrator