Our Team

Meet the Architects of Your Financial Future

Get to know the team dedicated to creating purposeful retirement plans tailored to you.

Ryan and Tyson Thacker in a meeting with other BOSS Team Members

Our Founders

Tyson Thacker

Founder, Investment Advisor Representative

Tyson's Bio

Ryan Thacker

Founder, Investment Advisor Representative

Ryan's Bio

Advisors Team

Ryan Landvatter

Investment Advisor Representative

Ryan's Bio

Scott Swanson

Investment Advisor Representative

Scott's Bio

Jason P. Weaver, CFP®

Investment Advisor Representative

Jason's Bio

Brandon P. Olson, CPA

Investment Advisor Representative

Brandon's Bio

Brian J. Ward

Investment Advisor Representative

Brian's Bio

Ed Griffin

Investment Advisor Representative

Ed's Bio

John Brough

Investment Advisor Representative

John's Bio

Dave Whitworth

Investment Advisor Representative

Dave's Bio

Robert Brantley

Investment Advisor Representative

Robert's Bio

Skyler Fredrickson, CFP®

Investment Advisor Representative

Skyler's Bio

Brady Fuller, CFP®, CTS®

Investment Advisor Representative

Brady's Bio

Dennis Larson

Investment Advisor Representative

Dennis' Bio

Julie Steppan, CRPC®

Investment Advisor Representative

Julie's Bio

Charlie Maynes

Investment Advisor Representative

Charlie's Bio

David Boyd, CFP®, AIF®, AFC®

Investment Advisor Representative

David's Bio

Zach Mortensen

Investment Advisor Representative

Zach's Bio

Adam Lallas

Investment Advisor Representative

Adam's Bio

Gavin Bullock

Investment Advisor Representative

Gavin's Bio

Kyler Krieg

Investment Advisor Representative

Kyler's Bio

Drake D. Puzey

Investment Advisor Representative

Drake's Bio

Boris Mandich

Investment Advisor Representative

Boris' Bio

Nate Vought

Investment Advisor Representative

Nate's Bio

Spencer Felkins

Investment Advisor Representative

Spencer's Bio

Jon Albrethsen

Investment Advisor Representative

Jon's Bio

Ty Snow

Investment Advisor Representative

Ty's Bio

Mike Fortin

Investment Advisor Representative

Mike's Bio

Andrew Williams

Investment Advisor Representative

Andrew's Bio

Associate Advisor Team

Cassidy O’Brien

Client Services, Investment Advisor Representative

Cassidy's Bio

Tyler Huband

Client Services, Investment Advisor Representative

Tyler's Bio

Weston Huber

Client Services, Investment Advisor Representative

Weston's Bio

Shay Nelson

Client Services, Investment Advisor Representative

Shay's Bio

Cameron Rankin

Investment Advisor Representative

Cameron's Bio

Kelly Holtman

Client Services, Investment Advisor Representative

Kelly's Bio

Jordan Brown

Client Services, Investment Advisor Representative

Jordan's Bio

John Gehrke

Client Services, Investment Advisor Representative

John's Bio

Garrett Wozniak

Client Services, Investment Advisor Representative

Garrett's Bio

Rachael Scott

Client Services, Investment Advisor Representative

Rachael's Bio

Karla Church

Client Services, Investment Advisor Representative

Karla's Bio

Dylan Wathen

Client Services, Investment Advisor Representative

Dylan's Bio

Lisa George

Client Services, Investment Advisor Representative

Lisa's Bio

Adam Mortensen

Client Services, Investment Advisor Representative

Adam's Bio

Executive Team

Brent Dewsnup

Chief Operating Officer

Brent's Bio

Landry E. Leach, BFA™

Chief Revenue Officer

Landry's Bio

Chris Dolan

VP of Client Services

Chris' Bio

Jeff Morton

Chief Marketing Officer

Jeff's Bio

Melanie Tingey

VP of Business Process

Melanie's Bio

Curtis Packer

CCO, Investment Advisor Representative

Curtis' Bio

Melisa Bingham

Director of Human Resources

Melisa's Bio

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