by Taylor Brown | Nov 2, 2025
About As Director of Operations, Rochelle plays a critical role in supporting both clients and advisors through the onboarding and servicing of accounts. She ensures the back-end processes run smoothly by organizing and maintaining the operational infrastructure that...
by Taylor Brown | Nov 2, 2025
About Born in Kansas City, Missouri, and raised primarily in Colorado, Scott Bacon now calls Gold River, just outside Sacramento, California home. His journey into financial advising was influenced by an early career in radio sales and the mentorship of his...
by Taylor Brown | Nov 1, 2025
About As our team’s Onboarding and Business Operations Manager, Melody helps ensure that all operations and client service run smoothly. Whether setting up new client accounts, overseeing account transfers, helping a client with their account portal, or more, Melody...
by Taylor Brown | Nov 1, 2025
About Nate Allred is a financial advisor with over 15 years of market experience and a focus on helping clients build long-term financial independence. With a background in trading, entrepreneurship, and technical analysis, Nate brings a data-driven approach to...
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