Our Team

Douglas S. King CFP®

President & CEO

Katy King

Director of Client Experience

Brandon King Certified Financial Fiduciary®

Vice President

Jason King CFP®, EA

Vice President

Bill Starken

Chief Financial Officer & Chief Operating Officer

Jason Roeske

Compliance Consultant

Erin Baskett CPA, CGMA, CHRS

Financial Operations

Leanna King

Director of Marketing & Communications

Trent King

Director of Operations

Teresa Pierce

Executive Assistant

Doug Shelow

Operations Specialist

Steve Fromm

Compliance Supervisor

Amanda Wallace

Receptionist

Jon Breimhorst CFP®

Daniel Colich

John Devereaux

Jonathan London

Darrell (Bud) McCroskey

Mike Mullins RICP®

Corey Pederson CFP®, ChFC®, CLU®, CASL®

Jeffrey Schuur

David Stevenson

Robert Strommen

Richard Sunderland