WHO WE ARE

Our Team

We’re here to support your financial journey. Get to know our team and connect with us today.

Mark N. Buckalew, CWS

Senior Vice President, Co-Branch Manager, Associate Financial Advisor

Aaron M. Buckalew, CFP, CWS

Senior Vice President, Financial Advisor, Co-Branch Manager

Kelli A. Jensen, FPQP

Senior Registered Financial Planning Associate