The Team

Our mission to provide financial independence to our community, accompanied by white-glove service. 

Photo of Director of Investments and Operations Cameron Richall

Cameron Richall

WMCP®

Director of Investments and Operations

Photo of Director of Financial Planning Kevin S. Swansburg

Kevin S. Swansburg

RICP®, WMCP®, CLTC®

Director of Financial Planning

Photo of Director of Client Experience Charlotte Hunton

Charlotte Hunton

Director of Client Experience