Our Exceptional Team

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Advisors
Client Service Managers
Investment Team
Management Team
Partners
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Mathew Abraham
Client Service Manager
Anthony Aiazzi
CPA, CFA®, CFP®
Senior Advisor
Patrick Akins
CFP®
Advisor
Jacob Allaman
CFP®
Advisor
Katie Angelbeck
Operations Manager
Jack Armstrong
Client Service Manager
George Astudillo Chacon
Client Service Manager
Holly Ausmus
Client Service Manager
Nicole Bailey
CFP®, CPA, MAcc
Partner
Amanda Barrale
Director of Business Systems
Michelle Beattie
CPA, CIA
Advisor
Lisa Bedell
Client Service Manager
Andrea Berg
Client Service Manager
Sarah Bertman
FPQP™
Client Service Manager
Emiley Best
Operations Manager
James Blair IV
CFP®, AWMA®
Partner
Victoria Blood
Client Service Manager
Tasha Borglum
MBA, CFP®, CDFA®
Senior Advisor
Kristi Borglum
CFP®
Advisor
Aaron Bosch
Senior Client Service Manager
Jaymee Botello
Client Service Manager
Andrew Bouquet
J.D., CFP®
Advisor
Keith Bowles
MBA
Chief Operating Officer
Deborah Brandenberg
Executive Assistant

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