Our Team

James D. Hoyt

CPWA®, CFS®

President

Keith Schaafsma

MBA, CFP®

Vice President, Financial Advisor

Eric Souders

AWMA® CSRIC®

Vice President, Financial Advisor

Davis Hoyt

Wealth Management Advisor

Jason Dittberner

AWMA®

Wealth Management Advisor

Tamara Kinney

Compliance Officer

Maggie Vescio

Assistant Compliance Officer

Beth Macedo

RIA Operations Manager

Paula Garman

Client Service Manager

Heather Mowl

Client Service Manager

Megan Reese

Client Service Manager

Francisco Urquidez

AIF®

Client Service Manager