Our Team

Owners: 

Jeff Payne, ChFC®, CRPC®

Owner

Erik Sorenson, CFP®, ChFC®, CRPC®

Owner

Jeff Gore

Owner

Lloyd Sprague, MBA

Owner

 

Compliance & Admin:

Darla Douglas, IACCP®

Chief Compliance Officer (CCO)

Lyn Gore

Finance Manager

Nikki Smith, CRPC®

Project & Compliance Support

Madison Gore, BFA, AIF®

Program Coordinator