Our Team

James D. Hoyt CPWA®, CFS®

President

Keith Schaafsma MBA, CFP®

Vice President, Financial Advisor

Eric Souders AWMA® CSRIC®

Vice President, Financial Advisor

Jason Dittberner AWMA®

Wealth Management Advisor

Davis Hoyt

Wealth Management Advisor

Tamara Kinney

Compliance Officer

Beth Macedo

RIA Operations Manager

Paula Garman

Client Service Manager

Heather Mowl

Client Service Manager

Megan Reese

Client Service Manager

Maggie Vescio

Assistant Compliance Officer

Francisco Urquidez AIF®

Client Service Manager

Chris Draughon CFP®

Vice President, Wealth Manager

Jeff Helms CFA

Senior Vice President

Kris Sammons ACS, AIAA

Project and Operations Manager

Joan McGinley

Client Service Associate