Broker Check

Who We Are

John Hoogenboom

John Hoogenboom

President

833-637-9898

Kyla Westover, CAP

Kyla Westover, CAP

Vice President

833-637-9898

Nicole Stefanowicz

Nicole Stefanowicz

Chief Operating Officer

833-637-9898

Nathan Gourd

Nathan Gourd, CFA

Head of Portfolio Research

833-637-9898

Carl Haasper, CPA

Carl Haasper, CPA

(802) 279-2055

Nina Graham Socha

Nina Graham Socha, CFP®, CDFA®

Senior Advisor

833-637-9898

Bailey Troyer

Bailey Troyer

Administrative Associate

Client Onboarding Process

OUR TEAM APPROACH ADDS PERSPECTIVE TO ALL WE DO AND ADDS INCREASED BENEFITS TO OUR CLIENTS