Christopher Toumajian

Adam N. Phillips Cfa, Caia, Cfp®

Managing Director, Investments

® Eric Swanson

Vice President Certified Financial Planner®

Cfp® Jennifer Li Ea, Cap®, Cexp™

Director Of Financial Planning

Mark Giese Cpa

Controller

Cpa/Pfs Therese Dayrit Tippie Mbt

Tax Director