Our Team

We invite you to get to know our team as we get to know you and your family. Here’s a little about how we work and how we live in the place we’ve always called home.

F. Todd Schwendiman

Founder, President & Wealth Advisor

Dallin Schwendiman

Wealth Advisor

Christian Williams

Wealth Advisor

Dan Frandsen

Wealth Advisor

Becky Bath

Office Manager

Alex Agnew

Administrative Assistant

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