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

Marianne Ballard

Tax & Accounting Services Team Leader

Ryan Bayster

Tax & Accounting Services Team Leader - Arizona Office

Nannette Adame

Tax & Accounting Services Specialist - Arizona Office

Paul Baird

Financial Consultant

Brody Ballard

Tax & Accounting Services Specialist

Kaysia Bayster

Client Experience Specialist - Arizona Office

Ashley Cote

Client Experience Specialist

Christa Cotter

Tax & Accounting Services Specialist

Melissa Kelley

Marketing Manager & Wealth Management Assistant

Marc Moen

Legal Services Advisor

Rachel Oden

Client Experience Specialist

Trinisha Perry

Tax & Accounting Services Specialist

Courtney Roberts

Tax & Accounting Services Specialist

Jan-Marie Sapcutt

Client & Admin Services Team Leader

Claire Scott

Tax & Accounting Services Specialist

Isabel Smith

Tax & Accounting Services Specialist