Our Team

Establishing a planner-client relationship is a two-way street. We’ve made it easy for you to start getting to know us: Just click on the individual profile pictures to learn more about each member of our team. We look forward to learning more about you.

Cean Kenefick-Rogers, CFA®, CFP®, AIF®

Chief Executive Officer
& Founding Partner

Alexander Marek, RICP®

Senior Wealth Advisor
& Founding Partner

Rydan Case, ChFC®, CFP®, RFC

Senior Wealth Advisor
& Founding Partner

Rick Wagner, ChFC®, CFP®

Senior Wealth Advisor & Director of Advisor Training and Development

Craig Moore, ChFC®, CFP®

Senior Wealth Advisor

Lauren Chavez, CFP®

Wealth Advisor

Chris Mortvedt

Associate Advisor

Zach Wik, CFP®

Associate Advisor

Colleen Koestner, MBA

Director of Operations

Leigh Irons

Office Manager

Rex Weeks

Jr. Portfolio Manager

Josh Baird

Portfolio Administrator

Misty Kolmer

Client Service Manager

Aaron Best

Client Service Administrator

Ebony Gillette

Administrative Assistant

Tim Carder

Tax Director

Joanna Ramirez

Tax Associate

Katelynn Carder

Tax Administrator

Let’s get started: