Our Investment Committee is composed of advisors, each with a different background and specialized function. We feel that our job is to provide you a unique experience in managing your assets by working to help protect against downside while helping improve participation on the upside.
ROGER ANDERSON is responsible for analyzing the Annuity Investments we will use in our models. Roger is a CFP® and Insurance Agent.
DAVE DENNISTON is the CFA charter holder. He is entrusted with the oversight to develop and implement strategies created by the committee members.
MARK FOREMAN is responsible for analyzing tax impact for individual or business transactions. Mark is a CPA and primary owner of the accounting firm Foreman & Airhart.
BRETT MACHTIG has created the “Machtig Method™” which designs the risk profile and its corresponding asset allocation, investment selection methodology and investment structure for each account size and risk.