Meet the people
behind the numbers.


In an industry obsessed with numbers, we don't
forget that people are at the heart of what we do.
You are at the core of every decision that we make, so
we've assembled a team of experts that value
relationships just as much as results.

Michael Lee

CEO

Raquel Morris

CFO

Kevin Mahoney

Business Development Officer

Tolen Teigen

CIO/CCO

Ken Herold

Quality Assurance Officer

Desiree Burgess

Relationship Manager

Chris Diniz

Associate Advisor

Carly Miller

Conversion Coordinator

Discover the difference when our team is on your side.

Tap into our knowledge.

Let’s talk about
your future.

We’ll customize a plan that’s right for you.

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