Our team

Our 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

CEO / Wealth Advisor

Chris Urness

CFP®, ChFC®, AAMS

CEO / Wealth Advisor

Tim Hammond

Wealth Advisor

Tim Hammond

CFP®, ChFC®, MBA

Wealth Advisor

Ryan Battin

Wealth Advisor

Ryan Battin

CRPC®

Wealth Advisor

Steve Vestri

Wealth Advisor

Steve Vestri

Wealth Advisor

Mark Fulton

VP of Operations / Wealth Advisor

Mark Fulton

VP of Operations / Wealth Advisor