Meet the Team Behind Confidence
Behind every plan is a team that truly cares.
At Confidence Financial Partners, our team works together to help guide clients through the financial decisions that shape retirement. From our advisors to the people who support each client experience behind the scenes, every team member plays an important role.
As an independent firm, we also partner with RFG Advisory, who provides operational, investment, and compliance support. This partnership allows us to stay focused on serving you while leveraging additional resources to support your experience.
United by our shared values and commitment to serving others, we strive to bring clarity, confidence, and purpose to every relationship. Take a moment to get to know the people behind Confidence by exploring our team below.
Dustin West
Principal and Co-Founder
Dustin is one of the creators and owners of Confidence Financial Partners. Dustin’s passion is helping people create a financial plan for the future.
Chris Abeyta
Principal and Co-Founder
Rick Ohlrich
Chief Compliance Officer
Rick Wedell
Chief Investment Officer
As the Chief Investment Officer for RFG Advisory, Rick is directly responsible for the direction and management of RFG's investment strategies, setting the vision for their research capabilities, and managing a turn-key...
Brendan Frazier
Chief Behavioral Officer
As Chief Behavioral Officer at RFG Advisory, Brendan helps Advisors turn conversations about money into meaningful moments that shape brighter futures. Brendan is also the Host of The Human Side of Money podcast and Wisdom in Wealth...
Susan Auer
CERTIFIED FINANCIAL PLANNER®, NSSA® & Wealth Advisor
Ray Hart
CERTIFIED FINANCIAL PLANNER®, RICP®, MBA, AAMS® & Wealth Advisor
Ray Hart, CFP®, has been a Financial Advisor since retiring as a Lieutenant Colonel from the United States Army in 2014. Ray and his wife, Shari, originally from Illinois, decided to settle in beautiful Colorado Springs.
Mike Hartman
CERTIFIED FINANCIAL PLANNER®, CRPC® & Wealth Advisor
Stacy Hollingsworth
Client Service Specialist
Stacy Hollingsworth, our Client Service Specialist at Confidence Financial Partners, brings over 8 years of expertise in administrative and executive assistance.Earning an associate degree in business management from Trinity Valley...
Brandy Bartlett
Office Manager
Brandy Bartlett is an accomplished Office Manager with a keen eye for detail and a passion for efficiency. With over a decade of experience in administrative roles, Brandy has honed her skills in organizing and coordinating.
Paul Wankmueller
Director of Institutional Trading, CMT®
Taryn Hardman
Front Office Coordinator
Rashelle Garcia
Client Experience & Marketing Coordinator
Rashelle Garcia is our Client Experience & Marketing Coordinator at Confidence Financial Partners. Hailing from Grants Pass, OR; Rashelle is a proud alumna of the University of Oregon.
Kathy Van Doorn
Business Processor
Kathy Van Doorn is a Business Processor for Confidence Financial Partners. Her philosophy is God. Family. Work. Kathy strives to always show up, and be present, no matter where she is or who she’s with.
Judy Marquez
Business Processor
Judy is a Financial Professional who brings over 25 years of Banking, Operations and Compliance experience to the Confidence Financial Partners Team. Passionate about empowering and assisting others.