OUR TEAM

Meet the team.

We have the best jobs in the world: we take really, really good care of people.
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Roy Jones, CFP®, MBA
Chief Compliance Officer, Principal
Rick D. Holt
Risk Consultant
Taynia Vakapuna, CFP®
Paraplanner
Joshua Jones, CFP®, MBA
CFP® Professional
Hares Akbar
Systems & Operations Specialist
Monica Akbar
Director of Client Relations, Principal
Nicole Richardson
Accounting & Compliance Associate
Cassandra Johnson
Senior Operations Specialist
Ray M. Jones, Sr.
Emeritus Consultant
Jenny Magneson
Consultant
Kaycee Vandenburg
Consultant
Yadira Munoz
Consultant
Nicholas Olsen
Intern
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Project Manager

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Account Executive

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Graphic Designer

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