The People Behind Our Success

Executive Team

Dave Allred

Dave Allred

Chace Adams, CFP ®

Chace Adams, CFP ®

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Cindy Allred

Stephen Swensen

Stephen Swensen

Ron Hada, CPA, CFP ®

Ron Hada, CPA, CFP ®

Val Butcher

Val Butcher

Advisors

Dave Allred

Dave Allred

Chace Adams, CFP ®

Chace Adams, CFP ®

Ron Hada, CPA, CFP ®

Ron Hada, CPA, CFP ®

JD Slatter

JD Slatter

Jake Allred

Jake Allred

Jaxson Allred

Jaxson Allred

Kwintone Houberg-Lawton

Kwintone Houberg-Lawton

Gavin Fronk

Gavin Fronk

Jordan Allred

Jordan Allred

Conner Taylor

Conner Taylor

Sam Schofield

Sam Schofield

Operation Team

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Cindy Allred

Debbie Taylor

Debbie Taylor

Rose Moreno

Rose Moreno

Brook Allred

Brooke Allred

T.C. Taylor, JD

T.C. Taylor, JD

Jensyn Bunkall

Jensyn Bunkall

TJ Beatty.update

T.J. Beatty

Business Development

Stewart Park

Val Butcher

Val Butcher

Jim Divver

Jim Divver

Shauna Lake

Shauna Lake

Jade Adams

Jade Adams

Kenzie Allred

Kenzie Allred

Professionals

Braydon Goddard

Braydon Goddard

Garrett Fronk

Garrett Fronk

Institutional Partners

Igniting uncommon partnerships in financial planning.

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