Team
R.C. (Randy) Cowell obtained a Master of Science degree in Geology from the Herff College of Engineering at the University of Memphis in 1977. After spending nine years as an Exploration Geologist, he entered the financial services...
Kent Thiessen is Vice President of Operations. For 17 years, he has personally used the LEAPⒸ planning process, seen firsthand the effectiveness and success of a structured plan and offers a unique planning perspective for clients....
Sarah Willis holds our Executive Assistant position. She has been a member of our team for almost 4 years. Her caring approach and attention to detail make her a perfect fit for our company and clients. She has been happily married...
Stephanie O'Halloran is our Client Relations Manager. Stephanie uses her experiences from years of customer service in the financial services industry as a tool to seamlessly guide clients through the financial process.
Justin graduated with a Bachelor's of Science degree in Business Administration from John Brown University in 2007, where he also played collegiate soccer. Upon graduation, the door that opened for Justin wasn't in the business sector,...