Biographies

 
  • Sara Pantin, CLU, CFBS

    Sara Pantin, CLU, CFBS

    Managing Partner

  • Bill Olsen, CLU

    Bill Olsen, CLU

    Managing Partner

  • Bruce Upham

    Bruce Upham

    Partner

  • Tracy Brown, MS, CFBS

    Tracy Brown, MS, CFBS

    Financial Advisor

  • Donna Jordan

    Donna Jordan

    Administrative Assistant

  • Tracie Upham

    Tracie Upham

    Executive Assistant