Meet the team

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Wayne Caldwell, CFP®, RFC

Chairman of Board, Principal

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Ginger Weber, CFP®

President, Principal, Financial Advisor

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Ron Ross, PhD, CFP®

Principal, Financial Advisor

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John Gloor

Principal, Financial Advisor

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Bruce Smith, MBA, AIF®

CFO, CCO, Principal, Financial Advisor

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Teresa Conley, CFP®

Financial Advisor, Operations Manager

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Jeremy Sorci, CFP®, MBA, AFIM™

Financial Advisor

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Francoise Crandell

Financial Advisor

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Carla J. Simpson

Registered Paraplanner℠, Retirement Plan Specialist

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Anaya-Bishop

Investment Administrator

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Rebekah Mull

Investment Administrator

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Morgan Thompson

Investment Administrator

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Layne Keeler

Operations Specialist

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Rachel Koontz

Client Relations Specialist

Let's create a road map to your financial future

707-443-2741

800-331-7212

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These are a few of our important associations and relationships.