Our Team

Peter Rekstad headshot

Peter Rekstad
Wealth Partner and CEO

Travis Gleason headshot

Travis Gleason
Wealth Partner

Sharon Morrison headshot

Sharon Morrison
Wealth Partner

Richard Hills headshot

Richard Hills
Associate Wealth Partner

Janet Carlson headshot

Janet Carlson
Financial Paraplanner and Client Service Associate

Chris Fencl headshot

Christopher Fencl
Chief Operating Officer and Compliance Officer

Terri Whitehouse headshot

Terri Whitehouse
Administrative Associate

Kaye Penfield

Kaye Penfield
Office Assistant