MEET THE TEAM
MEET THE TEAM
Meet The Team
Backed by a team of credentialed and tenured professionals with decades of combined industry experience, we work collaboratively from coordinating and consulting to the delivery and implementation of your financial plans.
Austin L Nold, CFP®
CEO/Senior Wealth Planner
Christian Bryant
President/Chief Investment Officer
Laura Holthaus, MSFP, CFP®, RICP®
Wealth Planner
Jake Wallingford, CFP®
Wealth Planner
Kelly Petersen
Client Services Manager
Hillary Worley
Client Experience Lead
