Associates

 

  • Thomas Gilbertson CFP®

    Financial Advisor / President

  • David Anfinson* CFP, PFS

    Partner, Financial Planner

  • John Dean* CLU, ChFC, MSFS

    Insurance Specialist

  • Bob Haines* EA, MBA

    CFO - Paraplanner

  • Chris Moe**

    Executive Assistant

  • Kim Nichols**

    Transition Assistant