Our core group of dedicated professionals shares the common goal of providing you with the expertise, sound judgment, and personalized service you need to confidently pursue your financial goals.

David A. Pickler, Esq., CFP®, CPWA®, ChFC®, CDFA®

President & CEO

Katie Pickler

Vice President

Marta Gainska, FPQP™

Financial Services Coordinator

Anne Borst

Portfolio Reporting Coordinator

Melissa Skovdal

Sr. Client Services Administrator

Danielle Littlefield

Sr. Client Services Administrator

Shelby Butterfield

Client Services Administrator

Cort Winsett, Esq.

Sr. Director of Operations

Cameron Spann

Chief Branding Officer

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