Our Team
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JAMES E. DIACON, CFP®, ChFC®
Managing Member/Wealth Advisor
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NATHAN J. LOVELLE, CFA®
Director of Portfolio Management/Wealth Advisor
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DANIEL D. BEUTEL, CFP®
Wealth Advisor
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ALEX FLORES
Wealth Advisor
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ERICA RANSBOTTOM
Wealth Advisor Associate
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RYAN ADAMS
Compliance & Wealth Advisor Associate
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JESSICA WALLACE
Wealth Advisor Assistant
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GERALD R. BARNETT
Wealth Advisor - Retired
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GARY YECK
Wealth Advisor - Retired