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 Schwendiman

Founder & Wealth Advisor

Dallin Schwendiman

President & Wealth Advisor

Christian Williams

Wealth Advisor

Dan Frandsen

Wealth Advisor

Cameron Hasting

Licensed Financial Professional

Becky Bath

Administrative Assistant

Alex Agnew

Marketing Assistant

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