Our team of experienced professionals is dedicated to guiding you towards financial success. With a wealth of expertise and a client-centric approach, we are committed to delivering personalized solutions that meet your unique goals and aspirations.
Our team
Don Bristow
President,
Senior Consultant
Joe Bristow
Operations Manager,
Wealth + Benefits Advisor
Josh Dahl
Business Development Manager,
Wealth + Benefits Advisor
Miles Warkentine
Group Retirement Specialist,
Wealth + Benefits Advisor
Leanne LaRochelle
Group Benefits Manager
Kamea Goodlad
Executive Associate
Char Plett
Executive Associate
Keegan Allison
Wealth + Benefits Advisor
Trevor Grabowski
Senior Consultant
Kirstin Rondeau
Senior Consultant
Danielle Dahl
Marketing Coordinator
Our partners
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