Company

Our Team Partners

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Scott Norvell

Managing Executive and Partner

Monte Peterson, AIF

President, Financial Consultant and Partner

Chad Peterson

Executive VP of Marketing and Partner

Adam Bailey

Executive VP and Partner

Nate Edie

EXECUTIVE VP AND PARTNER

Registered Representatives

Matt Medlock

Financial Consultant

Dick Dineen

Financial Consultant

Mick Shonsey

Financial Consultant

Kiffin Anderson

Financial Consultant

Dustin Johnson

Financial Consultant

Dan Cullen

Financial Consultant

Jeffrey Lehnen

LPL Registered Representative

Donald E. Mundy

Financial Consultant - Succession Planning Coordinator

Josh Isherwood

LPL Registered Principal
Financial Consultant

Myles Shonsey

Financial Consultant

Team Members

Megan McCoy

Administrative Assistant

Renee Lund

Administrative Assistant