Our Team

Peter Rekstad headshot

Peter Rekstad
Wealth Partner and CEO

Meet Peter
Travis Gleason headshot

Travis Gleason
Wealth Partner

Meet Travis
Sharon Morrison headshot

Sharon Morrison
Wealth Partner

Meet Sharon
Richard Hills headshot

Richard Hills
Associate Wealth Partner

Meet Richard
Janet Carlson headshot

Janet Carlson
Financial Paraplanner and Client Service Associate

Meet Janet
Chris Fencl headshot

Christopher Fencl
Chief Operating Officer and Compliance Officer

Meet Christopher
Terri Whitehouse headshot

Terri Whitehouse
Administrative Associate

Meet Terri
Kaye Penfield

Kaye Penfield
Office Assistant

Meet Kaye