Troy E. Bute, CFP®

Senior Wealth Advisor | Co-founder

Sandy L. Higgins, JD, CFP®

Senior Wealth Advisor | Partner

JOHN T. KOENIG, CFP®, CPA

Senior Wealth Advisor | Partner

Richard G. Marks, CPA, CGMA

Director of Tax Services | Partner

James A. Marquez, CFP®

Senior Wealth Advisor | Partner

Kari J. McKinley, CFP®

Wealth Advisor | Partner

William J. Murphy, MBA, SHRM-CP

Chief People Officer | Partner

Brian M. Niksa, CFP®

Director of Financial Planning | Senior Wealth Advisor | Partner

Brian W. Peterson, CFP®

Wealth Advisor | Partner

Nic Reed, CFP®

Wealth Advisor | Partner

Amber M. Salzman, FPQP™

Director of Client Service | Partner

Jason D. Telford, CFA®, CFP®

Senior Wealth Advisor | Partner

Aldo Vultaggio, MBA, CFA®, CAIA®, AIF®, CPA

Chief Investment Officer | Partner

Robert J. Wootton, MBA, CFP®

Senior Wealth Advisor | Partner