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

Bill Starken

Chief Financial Officer & Chief Operating Officer

Trenton King

Operations Specialist

Leanna King

Director of Marketing & Communications

Jason Roeske

Compliance Consultant

Steven Fromm

Compliance Supervisor

Teresa Pierce

Executive Assistant

Amanda Wallace

Receptionist

Doug Shelow

Operations Specialist

Amber Allen

Hayden Baker

Connor Bartley

Chase Bertrand

Nick Bishop

Caleb Borders

Grant Boren

Ryan Botzong

Jon Breimhorst CFP®

Alex Bright

Dana Cabela

Mark Cashman