Will Brokaw

Research Analyst

Katie Colgate

Client Service Associate

Lonnie Dorn, CFP™

Senior Investment Advisor

Mark Eshman

Co-founder, Chairman and CIO

James Everitt

Co-founder, President and CCO

Renee Faltings, CRPS®

Senior Investment Advisor

Jack Gilligan, CFA®

Director of Research

Henry Hagenbuch

Director of Business Development

Kelly Woodward

Client Service Associate

Monica Wray

Operations Manager