Our Team
Leadership Team
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Scott Maitland CFP® MSFS ChFC, CLU
Managing Partner, Montana
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Michael Byrne
Managing Partner, California
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Pieter Olree
Insurance Brokerage Partner
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Phil Jones
Vice President, Finance & Operations
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Steven Liu
Managing Director, California
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Marlene Cendejas
Marketing Coordinator
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Kalispell, Montana Office
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Luke Bentz
Financial Services Professional
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David Curtin
Financial Services Professional
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Ramon Gomez
Financial Services Professional
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Nik Killoran
Financial Services Professional
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Melissa Lipscomb
Financial Services Professional
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Katie Littlefield
Financial Services Professional
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Gerald Miller
Financial Services Professional
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Jared Zuege
Financial Services Professional
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Portland, Oregon Office
True Path Financial - Irvine, CA Office
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Ryan Logan CFP, CFBS
Financial Services Professional
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Tyler Ostrovsky
Financial Services Professional
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Melissa Northway
Financial Services Professional
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Cameron Winchel
Financial Services Professional
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Adrian Gomez
Financial Services Professional
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Lorne Jackson
Financial Services Professional
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Garrett Gonzalez
Financial Services Professional
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Jamal Hansen
Financial Services Professional
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Matthew Stubblefield
Financial Advisor
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Lihong Tang
Financial Services Professional
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Samuel Zhou
Financial Services Professional
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