Kristian Colvin
Vice President, Financial Consultant
Kristian Colvin’s role as vice president and financial consultant allows him to work closely with clients to assist them with their individual investment needs. He has been in the financial services industry for over 18 years and has worked with Morgan Stanley and Charles Schwab & Co. Kristian earned a Bachelor of Arts degree in accounting and an MBA at Westminster College in Salt Lake City, Utah.
Dominic Baldini
Founder, CEO and CCO
Kathleen Morrissey
Chief Operating Officer
Sean Snyder
Chief Strategy Officer
Carolyn Jenkins
Chief Process Officer
Kristian Colvin
Vice President, Financial Consultant
Matt Larson
Chief Business Officer
Brooke Jones
Chief Administrative Officer
Stephen Mark
Co-Head of Equity Capital Markets