Our Team

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Principals

Dawn Litchfield Brown

Cofounder
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Dennis Nelson

Vice President
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John R. Kinkead

Vice President of Wealth Advisement
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Ambassadors

Dick Etches

Ambassador
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Bobbie McDermott

Ambassador
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Gary Gary Greenfield

Ambassador
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Mana Holtz

Ambassador
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Joe Vergo

Ambassador
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Roberta Patton

Ambassador
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Carolyn Greenfield

Ambassador
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Robert Cahners

Ambassador
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Team Members

Ana Maria Ortega

Client Relations Manager
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Patricia Herrema

Sales and Marketing Associate
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Kendy Medy

Staff
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Investment Team Members

Marcus Bickle

Advisor
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Lawrence Dunstan

Portfolio Manager
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