Who We Are

Becky Burns – Client Services for Bob Frater
Gordon Frater – Paraplanner
Michele Frnka – Client Services for Bob Frater/ Chris Brown
Paula Garza – Document Retention Specialist
Emily Kerne – Account Services Coordinator
Connie Kutac – Chief Financial Officer
Karen Lampe – Events Coordinator
Linda Ludwick – Receptionist, Correspondence
Harry Montgomery – Client Services
Shannon Ruiz – Client Services for Chris Brown
Mary Silva – Insurance Services
Kristian Taylor, CFP® – Chief Operating Officer and Chief Compliance Officer
Jacque Turner – Client Services for Bob Hampton
Evelin Valenzuela – Client Services for Richard Hollis and Rich Welsh