Associates

 
  • Ross Bonifield

    Ross Bonifield

    Vice President, Preferred Financial Group; President, Preferred Wealth Management

  • Jeffrey L. Zupancic

    Jeffrey L. Zupancic

    CEO, Founder

  • Nancy Swanson

    Nancy Swanson

    Executive Vice President, Financial Advisor

  • Jim Bey

    CLU, ChFC

  • Mike Burns

    Mike Burns

    Registered Representative

  • Kathy Drybread

    Kathy Drybread

    Registered Representative

  • Amanda Fishkind

    Insurance Agent

  • David Griffin

    David Griffin

    Registered Representative

  • Enrique "Henry" Hernandez

    Financial Advisor

  • Ann Holland

    Ann Holland

    Registered Representative

  • Carlos Lopez

    Carlos Lopez

    Registered Representative (retired)

  • Kevin McCann

    Financial Advisor

  • Paul Ohlendorf

    Paul Ohlendorf

    Insurance Agent

  • James Olson

    James Olson

    Registered Representative

  • Jim Poindexter

    Jim Poindexter

    CFP & AeP

  • Michael Rodgers

    CFP®

  • Don Rosalez

    Don Rosalez

    Financial Advisor

  • Nancy Schneider

    Nancy Schneider

    Financial Advisor

  • Scott Sherman

    Scott Sherman

    Registered Representative

  • Peeter Vilms

    Insurance Agent