The People Behind Our Success

Executive Team

Dave Allred

Dave Allred – Founder

Chace Adams, CFP ®

Chace Adams, CFP ® – Chief Executive Officer

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Cindy Allred – President and Chief Operating Officer

Stephen Swensen

Stephen Swensen – Chief Investment Officer

Ron Hada, CPA, CFP ®

Ron Hada, CPA, CFP ® – Chief Financial Officer

Val Butcher

Val Butcher – Senior Vice President of Business Development

Advisors

Dave Allred

Dave Allred – Founder

Chace Adams, CFP ®

Chace Adams, CFP ® – Chief Executive Officer

Ron Hada, CPA, CFP ®

Ron Hada, CPA, CFP ® – Chief Financial Officer

Sam Schofield

Sam Schofield

Jordan Allred

Jordan Allred

Gavin Fronk

Gavin Fronk

Kwintone Houberg-Lawton

Kwintone Houberg-Lawton

Jaxson Allred

Jaxson Allred

Jake Allred

Jake Allred

JD Slatter

JD Slatter

Investment and Operation Team

Stephen Swensen

Stephen Swensen – Chief Investment Officer

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Cindy Allred – President and Chief Operating Officer

T.C. Taylor, JD

T.C. Taylor – JD – Director of Legal, Compliance, & Operations

Debbie Taylor

Debbie Taylor – Senior Operations Specialist

Conner Taylor

Conner Taylor – Junior Investment Analyst

Rose Moreno

Rose Moreno – Client Service Specialist

Brook Allred

Brooke Allred – Office Support Coordinator

Jensyn Bunkall

Jensyn Bunkall – Client Service Specialist

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T.J. Beatty – Client Service Representative

Business Development

Val Butcher

Val Butcher – Senior Vice President of Business Development

Jim Divver

Jim Divver

New-Stewart-new055

Stewart Park

Shauna Lake

Shauna Lake

Jade Adams

Jade Adams

Kenzie Allred

Kenzie Allred

Professionals

Braydon Goddard

Braydon Goddard – CPA

Garrett Fronk

Garrett Fronk – CPA

Institutional Partners

Igniting uncommon partnerships in financial planning.

Helion Strategies develops differentiated, proprietary investment strategies designed to complement traditional portfolio allocations.