Our Leadership Team
Our Investment Team
 
                  Chief Investment Officer
Tony Arsta, CFA
 
                  Investment Analyst
JP Bennet, CFA
 
                  Investment Analyst
Shelby McFaddin, CFA
 
                  Portfolio Manager
Jeremy Myers, CFA
 
                  Portfolio Manager
Michael Olsen, CFA
 
                  Investment Analyst
T.J. Piggott, CFA
 
                  Portfolio Manager
Nate Weisshaar, CFA
 
                  Investment Analyst
Ben Wong
 
                  Senior Trader
Michael Leichtner
 
                  Senior Trader
Anthony Price
Our Wealth Advisors
 
                  President
Megan Brinsfield, MAcc, CPA, CFP®
 
                  Director of Financial Planning
Sabrina Rosh, CFP®
 
                  Wealth Advisor
Hilary Daniel, CFP®
 
                  Wealth Advisor
Daniel Duckett, CFP®
 
                  Wealth Advisor
Sean Gates, CFP®, EA®
 
                  Wealth Advisor
Grace Kim, CRPC®
 
                  Wealth Advisor
Ellen Nusgart, CRPC®
 
                  Wealth Advisor
Lyndsi Stender, CFP®
 
                  Wealth Advisor
 
 
                   
                   
                   
                   
                   
                   
                  