Associates

 
  • Mike Yother, MBA, AIF®

    Mike Yother, MBA, AIF®

    Senior Vice Presidents/Investments, Portfolio Manager - Solutions Program

  • Julie Yother, MBA

    Julie Yother, MBA

    Financial Advisor Associate

  • Carla Lamb, CRPC®, AIF®

    Carla Lamb, CRPC®, AIF®

    Registered Operations Coordinator

  • Carol Lee Stout

    Carol Lee Stout

    Client Service Associate

  • Sara Matheson

    Client Service Associate