Kevin W. Burnett

Kevin W. Burnett

CEO & Team Leadership Director

Van Bumpass

Van Bumpas

Client Development Team Leader

Ronald Brown

Ronald Brown

Legal Services Director

James Billingsley

Investment Department Team Leader

Alex Burnett

Alex Burnett

Chief Operating Officer & Chief Technical Officer

Gail Cioffi

Gail Cioffi

Tax & Accounting Services Team Leader

Glenn Dietrich

Tax & Accounting Services Specialist - Arizona Office

Ryan Bayster

Tax & Accounting Services Specialist - Arizona Office

Angelo Ceko

Nannette Adame

Tax & Accounting Services Specialist - Arizona Office

Isabel Smith

Isabel Smith

Tax & Accounting Services Specialist

Trinisha Perry

Trinisha Perry

Accounting Services Specialist

Courtney Roberts

Courtney Roberts

Accounting Services Specialist

Jan-Marie Sapcutt

Jan-Marie Sapcutt

Client & Admin Services Team Leader

Rachel Oden

Rachel Oden

Client Experience Specialist

Marc Moen

Marc Moen

Legal Services Advisor

Paul Baird

Paul Baird

Financial Consultant