Our Team
Craig Adams, CFP®
Founding Partner
Riley Crosbie, CFP®, CPA, NSSA®
President
Cormac Murphy, CFA
Managing Director, Investment Management & Technology, Chief Investment Officer
Kevin Allen, JD
Chief Corporate Counsel
David Kastner, CFA
Managing Director, Wealth Management
Jaeden May, CFP®, CPA, NSSA®
Wealth Advisor
Brendan Dennis, CFP®
Senior Wealth Advisor
Dylan Nielson, CAIA, IACCP®
Director of Trading & Operations, Chief Compliance Officer
Russ Madsen
Vice President, Financial Consulting
Karrie Shelton
Manager, Client Services
Doug Peterson, CFP®
Senior Manager, Financial Planning
Erin Ames, CFP®, CEP®, CPA
Senior Financial Planning Specialist
Debbie Miles
First Impressions, Logan Office Manager
Jace Cox, CFP®
Financial Planning Specialist
Jonathan Dursteler, CFP®, CRPS®
Associate Financial Planner
Mitch Greene
Associate Financial Planner
Stephanie Davis
St. George Office Manager
Greg Cole, CPA
Head of AIM Ventura Capital
Nicholas Singleton
Vice President, Growth Equity
Lori Reynolds
Client Services Associate
Scott Hamblin, MHR
Senior Executive Assistant and Human Resource Manager
Tong Bai, CFA
Trading Specialist
Lindsey Myers
Marketing Manager
El Ebnou
Senior Specialist Software Engineer
Lucas Idstrom
Senior Specialist Software Engineer