Skip to main content

Meet Our Team


We are always striving to meet and exceed the expectations of our clients. I hope you will feel confident contacting any member of my team with your questions, concerns or requests. They are dedicated to providing exceptional client service and will respond to your inquiry promptly.

Scott Royal


Taylor Royal CPA, CFA®


Justin Larsen

Associate Financial Representative

Jacob M.A. Wentz

Director of New Business and Communications

Cole Fossenbarger

Operations Associate

Aylin Chavez Lopez

Client Service Specialist

Cari Brown CLF®, CLU®, ChFC®

Chief Financial Officer