Our Team

Jason Alexander

Jon Bartfield

Advisory Services

Sarah Blackey

Advisory Services

Jeffrey Chang

Steven Colton

Patrick Corrigan, CFP^®, CDFA^®

Trista DeAngelis

Advisory Services

Dalton Dixon

Advisory Services

Sara Feder, CFP^®

Advisory Services

Nick Fedrow

Advisory Services

Joe Ferreira, CFP^®, CPWA^®

Executive Team, Advisors

João Guimarães

Advisory Services

Kristen Koch, CFP^®

Executive Team, Advisors

Dave Gore, CFA^®

Kachina Heil

Jeffrey Houghtby

Advisory Services

Dennis Johnson, CFA^®

Executive Team, Investments

Alec Lance, CFA^®

Advisors, Advisory Services

Kyle Lantow

Advisory Services

Jess Layman, CFP^®

Alexis Marsh

Advisory Services

Sam Marshall, CPA, CFP^®

Advisors, Advisory Services

Grace McClellan

Advisory Services

Isabella Milano

Advisory Services

Clay Murdy, CFP^®

Lisa Neff, CFP^®

Drew Paulsen

Advisory Services

Ryan Reiff

Advisory Services

Alissa Rennacker

Advisory Services

Jackson Paul Rabuck, CFP^®

Jeremy Runnels, CFP^®

Jen Shinn

Executive Team, Operations

Evie Smet

Maggie Stewart

Advisory Services

Lauren Watkins

Advisory Services

James Weimer, CFP^®

Advisory Services

Steven A Weintraub, CFP^®

Executive Team, Advisors

Casey Yardumian

Advisory Services

Sandy Zurovski

Advisory Services

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