Our Team

As part of the IFP network, our home office is comprised of professionals with vast knowledge and expertise to help you meet all your advising needs.

Start Your Path Towards a Brighter Future With a New Type of Broker-Dealer

William E. Hamm, Jr.

Chief Executive Officer

Karen Hamm

Chief Administrative Officer

Chris Hamm

Chief Operating Officer

Aaron Gilman

Chief Investment Officer

Jeff Acheson

Chief Business Development Officer

Keith Kessel

Chief Compliance Officer & Specialist Counsel