Our Team We invite you to get to know our team as we get to know you and your family. Here’s a little about how we work and how we live in the place we’ve always called home. F. Todd SchwendimanFounder & Wealth Advisor Learn More Dallin SchwendimanPresident & Wealth Advisor Learn More Christian WilliamsWealth Advisor Learn More Dan FrandsenWealth Advisor Learn More Cameron HastingLicensed Financial Professional Learn More Becky BathAdministrative Assistant Learn More Alex AgnewMarketing Assistant Learn More