Our Team

 
  • Bob Dunlap

    Bob Dunlap

    CEO

  • Rebecca Gill

    Rebecca Gill

    Chief Operations Officer

  • Gary Zent

    Gary Zent

    LPL Financial Planner

  • Joel Harris

    Joel Harris

    Wealth Advisor

  • Kristina Lovitt

    Kristina Lovitt

    Operational Team Leader

  • Dawn Doty

    Dawn Doty

    Client Services Associate