| Date | Description |
|---|
| 2023-07-25 |
delete person John Britton |
| 2023-07-25 |
insert person Trey Gullickson |
| 2022-04-03 |
update person_title John Britton: Financial Advisor; Investment Manager => Relationship Manager; Financial Advisor |
| 2021-09-16 |
insert person Benjamin Dobler |
| 2021-09-16 |
update person_description Robert Hansen => Robert Hansen |
| 2021-01-14 |
update person_description Robert Hansen => Robert Hansen |
| 2019-03-10 |
delete founder John Britton |
| 2019-03-10 |
delete president John Britton |
| 2019-03-10 |
update person_description John Britton => John Britton |
| 2019-03-10 |
update person_title Chris Hansen: Financial Planner => CFP® Financial Planner & CEO |
| 2019-03-10 |
update person_title John Britton: Co - Founder; Financial Advisor; President => Financial Advisor; Investment Manager |