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SERVICES
OUR CLIENTS
ABOUT
OUR TEAM
STRATEGIC RESOURCES
CAREERS
MEDIA
CONTACT
OUR TEAM MEMBERS
Blair Thompson, CRPC®, AAMS®, CWS®
President & Partner Advisor
Blair
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Lori Copeland
Senior Advisor
Lori
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Andrew Burquest, CFA® , MBA®
Advisor & Portfolio Manager
Andrew
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TJ Randt II, CRPC™ SE-AWMA®
Senior Advisor
TJ
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David Monk
Financial Planning Coordinator and Advisor
David
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Samantha Large
Client Service and Operations Team Leader
Samantha
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Royce Barber, MBA®
Dual Use Innovation Team Support
Royce
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Shane Stuhlmiller
Dual Use Innovation Team Support
Shane
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