YOUR PACIFIC CREST PLANNING TEAM

We are focused on helping you achieve your life goals.

Check the background of our investment professionals on:

Meet our Team

TODD HALTERMAN

CEO | FOUNDING PARTNER

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KYLE BLODGETT

PARTNER | CFP®

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RYAN SULLIVAN

PARTNER | CFP®, CLU®, CHFC®

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NILES GALE

FINANCIAL PLANNER | LUTCF®

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LANDRA MACY

OPERATIONS MANAGER

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ERIN GNEITING

PRACTICE MANAGER

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TIM KAHL

ASSOCIATE PLANNER

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MARY ORTHMANN

ADVISOR ASSISTANT

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JILL IVEY

OPERATIONS ASSOCIATE

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LEANDRA JOHNSTON

CLIENT SERVICES

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CASEY DEMORY

OPERATIONS ASSOCIATE

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ENGINEER THE RETIREMENT LIFESTYLE YOU WANT

Start with our life planning toolkit...