Our Team

Peter Rekstad
Wealth Partner & CEO

Meet Peter

Travis Gleason
Wealth Partner

Meet Travis

Sharon Morrison
Wealth Partner

Meet Sharon

Richard Hills
Associate Wealth Partner

Meet Richard

Craig Alcock
Associate Wealth Partner & President

Meet Craig

Chris Fencl
Associate Wealth Partner & Director of Operations

Meet Chris

Janet Carlson
Financial Paraplanner & Client Service Associate

Meet Janet

Terri Whitehouse
Administrative Associate

Meet Terri

Kaye Penfield

Kaye Penfield
Office Assistant

Meet Kaye

Hannah Cole
Financial Paraplanner & Client Service Associate

Meet Hannah

Tristen Pals
Operations Associate

Meet Tristen