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

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®

Wealth Advisor

Lauren Chavez

Wealth Advisor

Douglas Alford, CFP®, CPWA® , EA

Tax Advisor

Zach Wik

Associate Advisor

Chris Mortvedt

Associate Advisor

Colleen Koestner

Director of Operations

Leigh Irons

Office Manager

Terra Curtiss

Client Service Manager

Jared Hirte

Portfolio Manager

Rex Weeks

Portfolio Administrator

Susan Niven

Client Service Administrator

Aaron Best

Client Service Administrator

Ebony Gillette

Administrative Assistant

Let’s get started: