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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

Wealth Advisor

Pete’s Bio

Shane Wolfe

Wealth Advisor

Shane’s Bio

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