Founders | Managing Partners
Dane Bradshaw, CFP®
Josh Burgon
Robert S. Cheney
Jason Peterson
Advisors
Eric Brenchley
Scott Cunningham, CIMA®, CPWA®
Bob Earl
Sam Earl
Steven Earl
James Jolley
Rand Jolley
Kip B. Quinn, MBA
Kelly Spencer
Lisa Thorpe
Administrative Assistants
Daniel Cambra
Julie Cheney
Robyn Crane
Mary Partridge
Holley Sprouse
Brenton Thorpe
Heidi Whitaker
![office Building](../../../../../../../../media/575639/headq.jpg)