Kevin W. Burnett

CEO & Team Leadership Director

Ronald Brown

Legal Services Director

James Billingsley

Investment Department Team Leader

Alex Burnett

Chief Operating Officer & Chief Technical Officer

Marianne Ballard

Tax & Accounting Services Team Leader

Ryan Bayster

Tax & Accounting Services Team Leader - Arizona Office

Nannette Adame

Tax & Accounting Services Specialist - Arizona Office

Brody Ballard

Tax & Accounting Services Specialist

Kaysia Bayster

Client Experience Specialist - Arizona Office

Ashley Cote

Client Experience Specialist

Melissa Kelley

Marketing Manager & Wealth Management Assistant

Sebastian Kreienbrink

Financial Consultant

Marc Moen

Legal Services Advisor

Rachel Oden

Client & Admin Services Team Leader

Courtney Roberts

Tax & Accounting Services Specialist

Monica Robinson

Tax & Accounting Services Specialist

Claire Scott

Sr. Tax & Accounting Services Specialist

Nate Sillyman

VP, Financial Consultant - Arizona Office