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Our Team

The people behind the plan—supported by specialists in markets, compliance, operations, and business strategy.

Chuck Block

Chuck Block

Wealth Advisor

ChFC®, CLU®

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Jason McConnaughay

Jason McConnaughay

Operations Manager

CFP®

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Tami Ostrom

Tami Ostrom

Client Relationship Manager
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Eric Parnell

Eric Parnell

Chief Market Strategist

CFA®

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Nick Dalessandro

Nick Dalessandro

Senior Associate, Asset Management
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Evan Coffey

Evan Coffey

Investment Analyst
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Kate Templeton

Kate Templeton

Associate, Asset Management
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