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Our Professionals

Our purpose is to help people build fulfilling futures

Our mission is to help our clients secure their financial well-being so they can pursue long and fulfilling lives.

Now and into the future, we can help you face your future with confidence.

Our people

We have a long-standing commitment of building a culture of inclusion, professional excellence and continuous learning.

  • Inclusion
    Our culture encourages employees to feel comfortable bringing their whole selves to work.
  • Professional excellence
    Our employees are passionate about the business and committed to our clients.
  • Continuous learning
    We offer our employees a diverse, flexible and transferrable curriculum that allows for their continued development and growth.

Evan Barnes

Executive Vice President

Evan’s Bio

Bob Heykoop

President & CEO

Bob’s Bio

Katy Kappius

Director of Client Services

Katy’s Bio

Pete Koury


Pete’s Bio

Shane Wolfe


Shane’s Bio

Investment Advisory Services offered through Traction Financial Partners, LLC, a Registered Investment Advisor.