Our Team

James D. Hoyt

CPWA®, CFS®

President

Michael Osland

Senior Vice President

Keith Schaafsma

MBA, CFP®

Vice President, Financial Advisor

Eric Souders

AWMA® CSRIC®

Vice President, Financial Advisor

Jason Dittberner

AWMA®

Wealth Management Advisor

Davis Hoyt

Wealth Management Advisor

Skene Black

Financial Advisor

Tamara Kinney

Compliance Officer

Maggie Vescio

Assistant Compliance Officer

Beth Macedo

RIA Operations Manager

Marilyn Kienast

Project and Operations Manager

Paula Garman

Client Service Manager

Heather Mowl

Client Service Manager

Megan Reese

Client Service Manager

Frederick Owsley

Client Service Manager

Sarah Lorge

Client Service Manager