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Guide to Navigating Volatile Markets Flowchart

Steve Larsen, CPA, CFP®

Partner | President

STEVE LARSEN, CPA, CFP®

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Jeremy Russell

Partner | Vice President

Kim Smith

Partner | Chief Compliance Officer

Matt Foust, CPA

Partner | Financial Planner

MATT FOUST, CPA

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Kyle Knigge, CFA

Investment Advisor

Katherine Benjamin, CFP®

Financial Planner

KATHERINE BENJAMIN, CFP®

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Tyson Blake

Financial Planner

Johnnie Bevan

Health Insurance Consultant

Laura Brown CPA, PFS

Financial Planner

Laura Brown, CFP, PFS

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Greg Andrews

Financial Planner