Our Team

Peter Rekstad
Wealth Partner and CEO

Meet Peter

Travis Gleason
Wealth Partner

Meet Travis

Sharon Morrison
Wealth Partner

Meet Sharon

Richard Hills
Associate Wealth Partner

Meet Richard

Janet Carlson
Financial Paraplanner and Client Service Associate

Meet Janet

Christopher Fencl
Director of Operations

Meet Christopher

Terri Whitehouse
Administrative Associate

Meet Terri

Kaye Penfield

Kaye Penfield
Office Assistant

Meet Kaye