Meet The Team

Our team has over 60 years of collective experience and was founded by two CERTIFIED FINANCIAL PLANNER™ Professionals with your best interests in mind. With no proprietary financial products, feel confident that our approach can get you to where you want to be.

Chris Urness

CFP®, ChFC®, AAMS®
CEO / Wealth Advisor

Tim Picciott

CFP®, CRPC®
President / Wealth Advisor

Tim Hammond

CFP®, ChFC®, MBA
Wealth Advisor

Ryan Battin

CRPC®
Wealth Advisor

Steve Vestri

Wealth Advisor

Mark Fulton

Branch Operations Manager