Kevin W. Burnett

CEO & Team Leadership Director

Van Bumpas

Client Development Team Leader

Ronald Brown

Legal Services Director

James Billingsley

Investment Department Team Leader

Alex Burnett

Chief Operating Officer & Chief Technical Officer

Gail Cioffi

Tax & Accounting Services Team Leader

Glenn Dietrich

Tax & Accounting Services Specialist - Arizona Office

Ryan Bayster

Tax & Accounting Services Specialist - Arizona Office

Nannette Adame

Tax & Accounting Services Specialist - Arizona Office

Isabel Smith

Tax & Accounting Services Specialist

Trinisha Perry

Accounting Services Specialist

Courtney Roberts

Accounting Services Specialist

Jan-Marie Sapcutt

Client & Admin Services Team Leader

Rachel Oden

Client Experience Specialist

Marc Moen

Legal Services Advisor

Paul Baird

Financial Consultant