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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 / Chief Compliance Officer Brian J. Lockett, CFP® Wealth Manager / Chief Compliance Officer
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 Financial Planning Christina Ybarra Director of Financial Planning
Kris Muhlestein - Private Business Manager Kris Muhlestein Private Business Manager
Sue Thorning - Senior Account Administrator Sue Thorning Senior Account Administrator
Laurie Holderman - Office Manager Laurie Holderman Office Manager
Alexandra Muhlestein - Client Service Administrator Alexandra Muhlestein Client Service Administrator
Linda M. McCormack - Executive Assistant Linda M. McCormack Executive Assistant
Sarah A. Berger - Administrative Assistant / Marketing Coordinator Sarah A. Berger Administrative Assistant / Marketing Coordinator

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