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Our Team
 
Gary M. Arford, CFP®
Gary M. Arford, CFP®
President

Brian J. Lockett
Brian J. Lockett
Wealth Manager

Shilo M. Lockett
Shilo M. Lockett
Chief Operating Officer

Morgan  L. Arford
Morgan L. Arford
Investment Strategist

Alan Dillan
Alan Dillan
Trade Manager

Christina  Ybarra
Christina Ybarra
Director of Financial Planning

Kris  Muhlestein
Kris Muhlestein
Director of Business Development

Sue Thorning
Sue Thorning
Senior Account Administrator

Laurie Holderman
Laurie Holderman
Office Manager / Accounting

Alexandra Muhlestein
Alexandra Muhlestein
Client Service Administrator

Linda M. McCormack
Linda M. McCormack
Executive Assistant

Sarah A. Berger
Sarah A. Berger
Administrative Assistant/Marketing Coordinator





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