Our Team

Peter Rekstad headshot

Peter Rekstad
Wealth Partner & CEO

Travis Gleason headshot

Travis Gleason
Wealth Partner

Sharon Morrison headshot

Sharon Morrison
Wealth Partner

Richard Hills headshot

Richard Hills
Associate Wealth Partner

Craig Alcock
Associate Wealth Partner & President

Chris Fencl headshot

Christopher Fencl
Associate Wealth Partner & Director of Operations

Janet Carlson headshot

Janet Carlson
Financial Paraplanner & Client Service Associate

Terri Whitehouse headshot

Terri Whitehouse
Administrative Associate

Kaye Penfield

Kaye Penfield
Office Assistant

Hannah Cole
Financial Paraplanner & Client Service Associate

Tristen Pals
Operations Associate