Our Associates
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Scott Norvell
MANAGING EXECUTIVE AND PARTNER
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Monte Peterson, AIF®
PRESIDENT, FINANCIAL CONSULTANT AND PARTNER
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Chad Peterson
EXECUTIVE VP OF MARKETING AND PARTNER
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Nate Edie
EXECUTIVE VP AND PARTNER
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Josh Isherwood
FINANCIAL CONSULTANT AND BRANCH MANAGER
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Mick Shonsey
FINANCIAL CONSULTANT
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Jeff Wallace, LUTCF®, CPFA®
FINANCIAL CONSULTANT
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Dustin Johnson
FINANCIAL CONSULTANT
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Matt Medlock, MBA, AIF®
FINANCIAL CONSULTANT
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Nate Anderson
REGISTERED REPRESENTATIVE
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Jack Crumley
FINANCIAL CONSULTANT
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Donald E. Mundy CFP®
FINANCIAL CONSULTANT - SUCCESSION PLANNING COORDINATOR
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Myles Shonsey, AWMA®
FINANCIAL CONSULTANT
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Megan McCoy
ADMINISTRATIVE ASSISTANT
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Renee Lund
ADMINISTRATIVE ASSISTANT
