Chad Wotton

Chad Wotton

A dependable workhorse, Chad is a perfectionist in every sense of the word. Chad spent his early college years interning for Jeff and he understands the problems investors face when looking for a financial professional. After graduating from Central Michigan in 2015, he joined the team as a full-time Analyst…

Categories: Client Services, Financial Planning Committee

Randy Bonam

Randy Bonam

With operations and financial experience ranging from small to corporate scale, Randy Bonam has seen how things are done at every level of the industry. Randy brings years of experience, wisdom and understanding to the office as Director of Operations. Well-versed in finance, but the first to crack a joke…

Categories: Client Services

Judy Orians

Judy Orians

As the glue that holds this office together, Judy Orians is the first voice you’ll hear when you call in or visit our office. Judy made a career in operations management for 30 years before she found herself in financial services. She quickly learned the ins and outs of the…

Categories: Client Services