Leadership Team

Dedicated to helping you achieve your financial goals

CHRIS SHUCK
Owner & Financial Planner

SAHAND ELMTALAB
Financial Planner & Owner/Partner of M&E Catalyst Group

ROYA MOLTAJI
Financial Planner & Owner of Roya Financial Planning

JOE JENKINS
Financial Planner

DAVID HOGEN
Financial Planning Director

ADAM SKARTVEDT
Retirement Plan Director

ERIC TURCOTT
Trading & Research Ops Director

PETER BOUILLON
Paraplanner

CAMERON SELL
Investment Specialist

LINDSI PHILLIPPI
Insurance Director

RYAN PETERSON
Insurance Specialist