Our Team

Douglas S. King CFP®

President & CEO

Katy King

Director of Client Experience

Brandon King Certified Financial Fiduciary®

Vice President

Jason King CFP®, EA

Vice President

Trenton King

Operations Specialist

Leanna King

Director of Marketing & Communications

Jason Roeske

Compliance Consultant

Erin Baskett CPA, CGMA, CHRS

Financial Operations

Teresa Pierce

Executive Assistant

Amanda Wallace

Receptionist

Amber Allen

Hayden Baker

Chase Bertrand

Nick Bishop

Grant Boren

Ryan Botzong

Jon Breimhorst CFP®

Alex Bright

Dana Cabela

Mark Cashman

Daniel Colich

Lane Curry

John Devereaux

Dean Dillenberg