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Our Team

Gary M. Arford, CFP®, AIF® - President, Founder Gary M. Arford, CFP®, AIF® President, Founder
Brian J. Lockett, CFP® - Wealth Manager Brian J. Lockett, CFP® Wealth Manager
Shilo Lockett - Chief Operating Officer Shilo Lockett Chief Operating Officer
Morgan L. Arford - Investment Strategist Morgan L. Arford Investment Strategist
Alan Dillan - Trade Manager Alan Dillan Trade Manager
Christina Ybarra - Director of Wealth Planning / Chief Compliance Officer Christina Ybarra Director of Wealth Planning / Chief Compliance Officer
Kris Muhlestein - Private Business Manager Kris Muhlestein Private Business Manager
Laurie Holderman - Office Manager Laurie Holderman Office Manager
Sue Thorning - Senior Account Administrator Sue Thorning Senior Account Administrator
Marc Knauss - Account Administrator Marc Knauss Account Administrator
Alexandra Muhlestein - Data Manager Alexandra Muhlestein Data Manager
Andrea Guerra - Marketing Coordinator Andrea Guerra Marketing Coordinator
Linda M. McCormack - Executive Assistant Linda M. McCormack Executive Assistant
Ashley Doedens - Administrative Assistant Ashley Doedens Administrative Assistant

FREE INFORMATIONAL DVD

Free Informational DVD

Together, we’ll develop a unique comprehensive financial strategy to help you get what you want in life.

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