Our Exceptional Team

All
Advisors
Client Service Managers
Investment Team
Management Team
Partners
A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
R
S
T
V
W
Z
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
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
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
Aaron Bosch
Client Service Manager
Jaymee Botello
Client Service Manager
Andrew Bouquet
J.D., CFP®
Advisor
Keith Bowles
MBA
Chief Operating Officer
Deborah Brandenberg
Executive Assistant
David Breckenridge
MBA, CFP®
Partner

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