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Our Team

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Craig Adams, CFP®

Founding Partner

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Riley Crosbie, CFP®, CPA, NSSA®

President

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Cormac Murphy, CFA

Managing Director, Investment Management & Technology, Chief Investment Officer

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Kevin Allen, JD

Chief Corporate Counsel

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David Kastner, CFA

Managing Director, Wealth Management

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Jaeden May, CFP®, CPA, NSSA®

Wealth Advisor

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Brendan Dennis, CFP®

Senior Wealth Advisor

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Dylan Nielson, CAIA, IACCP®

Director of Trading & Operations, Chief Compliance Officer

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Russ Madsen

Vice President, Financial Consulting

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Karrie Shelton

Manager, Client Services

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Doug Peterson, CFP®

Senior Manager, Financial Planning

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Erin Ames, CFP®, CEP®, CPA

Senior Financial Planning Specialist

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Debbie Miles

First Impressions, Logan Office Manager

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Jace Cox, CFP®

Financial Planning Specialist

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Jonathan Dursteler, CFP®, CRPS®

Associate Financial Planner

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Mitch Greene

Associate Financial Planner

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Stephanie Davis

St. George Office Manager

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Greg Cole, CPA

Head of AIM Ventura Capital

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Nicholas Singleton

Vice President, Growth Equity

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Lori Reynolds

Client Services Associate

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Scott Hamblin, MHR

Senior Executive Assistant and Human Resource Manager

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Tong Bai, CFA

Trading Specialist

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Lindsey Myers

Marketing Manager

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El Ebnou

Senior Specialist Software Engineer

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Lucas Idstrom

Senior Specialist Software Engineer

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