Our Team

 
  • Roger Johnson

    President and CFP®

  • Eric Johnson

    Chief Executive Officer

  • Michael Frie

    CFP®

  • Scott Steiner

    Financial Advisor

  • Michelle Francis

    Financial Advisor & Marketing Director

  • Shirley Ingersoll

    Receptionist and Appointment Clerk

  • Kim Johnson

    Financial Planning Assistant

  • Debbie Rankin

    Business Operations Manager