David is a CFP®, Crossfit® enthusiast and enjoys taking family trips to Walt Disney World.
Financial Advisor
Jae is CFA charterholder and devoted community volunteer.
Sr. Quantitative Research Manager
Gordy is a CFP® who loves to cook and try new restaurants.
Michelle, her husband, and their two young boys love to travel.
Operations and Client Service Team Lead
Kathryn is a first time mom and tends a small farm with her husband.
Operations Specialist
Ben is CFA Charterholder and enjoys teaching (and learning) through athletics.
Portfolio Manager, Research Director
Molly has been to over 20 national parks.
Abby has a pet bearded dragon and a turtle.
Client Service Associate
Emily is a CFP® and loves to travel.
Principal, Vice President
04.01.25 | Investment Management
03.18.25 | Investment Management
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