Our Team Works Together. For You.
To achieve holistic planning, our team of professionals collaborates to help create and execute a sound financial plan, based on your unique retirement needs and goals.

Lane Martinsen
President, Investment Advisor Representative | Holistic Retirement Income Planner

Ken Holmes
Vice President, Investment Advisor Representative | Holistic Retirement Income Planner

Kelly Gloria
Director of Client Services

Corrie Hairston
Media and Marketing

Emma Bell
Administrative Assistant
