541-757-7701 [email protected]

Our Team

Our Founders & Managing Partners

Michael W. Gray

Co-Founder and Managing Partner

C. Travis Gray

CERTIFIED FINANCIAL PLANNER®, Co-Founder and Managing Partner

Kerry L. Dyer

Co-Founder and Managing Partner

Our Financial Consultants

Nathan P. Graff

Financial Consultant

Katy McLeod

Financial Consultant

Ron Cornelison

Financial Consultant

Our Operations & Client Support Staff

Interested In Working With Us?

Ready to make an impact on the lives of clients? Join us on a journey of growth, collaboration, and unparalleled success!

Robyn Weber

Operations Manager

Dustin Farnsworth

Paraplanner

Abbie Arthurs

Client Services Associate

De Andre Conley

Client Services Associate