Our Associates

• 

  Larry Keudell, CFP®

  Senior Investment Advisor Representative

  Phone Number 971-209-4510

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• 

  Michael Morrison

  Senior Investment Advisor Representative

  Phone Number 971-209-4511

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• 

  Joel K. Blount

  Senior Investment Advisor Representative

  Phone Number 971-209-4512

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• 

  Stephanie A. Smith

  Investment Advisor Representative

  Phone Number 971-209-4513

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• 

  Amanda Shine

  Chief Operations Officer

  Phone Number 971-209-4503

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• 

  Michael Morelli, CFP®

  Associate Investment Advisor Representative

  Phone Number (971) 209-4514

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• 

  Kendra Shanley

  Research Analyst

  Phone Number (971) 209-4504

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• Autumn Sharp

  Client Service Associate

  Phone Number 971-209-4502

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• Holly Blish

  Client Service Associate

  Phone Number 971-209-4505

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• 

  Debbie Layman

  Receptionist

  Phone Number 971-209-4500

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