Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Kent E. Rains, CRPC, AIF®
Financial Advisor
Kent's financial service background includes over 25 years of experience in the financial services industry. He has managed personal interests, trusts, 401(k) plans and business interests for numerous clients. Kent is a University of...
Joshua Reed
Financial Services Assistant
Maxine Christensen
Office Manager
Max joined our team in 2011 and has 30+ years’ experience in the financial services industry. Over those years she has honed her knowledge and skills in the various aspects of our industry, including Customer Service,...