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Joseph W. Tombs, JD, MBA, MSFS,CLU, ChFC, ARM, CFP® Partner & This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
Matthew D. Peck
Partner & Client Advisor
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William C. Fairchild, III, CFP®
Certified Financial Planner™
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Jesús A. Longoria, MS, CFP®
Certified Financial Planner™
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Larry H. Peterson, MS, CFP®
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Gregory B. Maxwell, Esq., CFP®
801.330.0723 | |
Brit I. Swanson, JD, MS
Partner & Financial Planner
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Matthew M. Hayes, JD, MS
Financial Planner
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Nelson Gonzalez, MS
281.293.1213 | This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
Phillip Hamman, III, MS, CPA
281.342.5342 | This e-mail address is being protected from spambots. You need JavaScript enabled to view it
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Patrick Hoffman, JD, CFP®
785.472.3186 | This e-mail address is being protected from spambots. You need JavaScript enabled to view it
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Larry H. Peterson, MS, CFP®
Chief Operations Officer and Certified Financial Planner™
801.938.1226 | Office
888.8AMICUS x 715 | Toll-Free











Our Team