Since you work hard to get to where you want to be, we help make sure you feel secure – that “you’re good” – throughout your career and your retirement.
We connect by being ourselves and welcome you to do the same. Through experiences and conversations, we look to learn about your dreams, and your fears, so we can better advise you on meeting your goals. Our commitment goes beyond our fiduciary responsibility; we hope our partnership grows into a real friendship.
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Joi Armstrong, MHRM
Client Service Consultant
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Monica Ashbrook, CPA
Manager, Tax Services
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Alvin Asiamah, CRPC®, APMA®
Partner
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Allison (Ally) Baker, CRPC®, FPQP®
Paraplanner
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Brooke Billman
Paraplanner
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Angel Brown, CFP®, MS, CRPC®
Financial Adviser
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Charranda Edgington
Client Relationship Specialist
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Blake Farmer, MBA
Director, Portfolio Management
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Bradley Glover, JD
Director, Estate and Gift Planning
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Tomomi Hosogai 細貝友美
Client Relationship Specialist
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Ryan Leary, CFP®, CAP®
Financial Adviser
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John Loveday, CPA, CFP®
Operations Manager
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Meghan Mader, CFP®, RICP®, CRPC®, MSFP
Partner
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Stacy Mullins
Client Relationship Specialist
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Priscah Musinde, MBA
Client Relationship Specialist
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Jonathan Roby, CFP®
Financial Adviser
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Christopher Schumacher, CFP®
Partner
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Malik Sesay
Paraplanner
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Miyako Shinohara 篠原 美也子
Client Relationship Specialist
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Isao Shoji 荘司佳勲, CFP®
Managing Partner
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Kelly Tuttle
Paraplanner
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Daniel Waters, JD, LLM
Director, Tax Strategy
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Lindsay Wolf, CBDA
Financial Adviser
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Kelli Yates
Office Administrator