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 Craig Alcock Associate Wealth Partner and President Meet Craig Christopher Fencl Director of Operations Meet Christopher Janet Carlson Financial Paraplanner and Client Service Associate Meet Janet Terri Whitehouse Administrative Associate Meet Terri Kaye Penfield Office Assistant Meet Kaye Hannah Cole Financial Paraplanner and Client Service Associate Meet Hannah Tristen Pals Operations Associate Meet Tristen