Our Team

Heather Barnett

Heather J. Barnett, M.S.

President and Financial Advisor | ​​​​​​​CERTIFIED FINANCIAL PLANNER™ Professional

Ryan Barnett

Ryan R. Barnett, AAMS®

Vice President and Financial Advisor | CERTIFIED FINANCIAL PLANNER™ Professional

Dawn  Bakken

Dawn C. Bakken

Operations Manager

Kaci Ames

Kaci J. Ames

Client Relations and Marketing Coordinator

Stephanie  Swisegood

Stephanie N. Swisegood

Client Service Associate

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