Our Investment Team

President, Fool Wealth
Nick Crow, CFA

Lead Portfolio Manager
Bryan Hinmon, CFA

Portfolio Manager
Tony Arsta, CFA

Portfolio Manager
Bill Barker, CFA

Investment Analyst
Shelby McFaddin

Portfolio Manager
Jeremy Myers, CFA

Portfolio Manager
Michael Olsen, CFA

Portfolio Manager
Nate Weisshaar, CFA

Investment Analyst
Ben Wong

Senior Trader
Michael Leichtner

Senior Trader
Anthony Price

Trading Operations Analyst
Katie Webster
Our Wealth Advisors

Director, Financial Planning
Megan Brinsfield, CFP, CPA

Director of Client Relations
Michael Hunter

Wealth Advisor
Wiley Belknap

Wealth Advisor
John Freemire, CFP

Wealth Advisor
Chris Garrett, CFP

Wealth Advisor
Jennifer Goodwin

Wealth Advisor
Khwan Hathai, CFP

Wealth Advisor
Grace Kim, CRPC

Senior Wealth Advisor
Hali London, CFP

Wealth Advisor
Mike Padilla

Senior Wealth Advisor
Joe Perna, CFP, CFA

Wealth Advisor
Garret Ring

Wealth Advisor
Justin Rivera, CFP, CFA

Wealth Advisor
Liz Thaman, CFP
Our Client Experience Team

Director of Client Experience
Cristina Munteanu

Client Experience Specialist
Cami Capasso

Client Experience Specialist
Jared Chase

Client Experience Associate
Emily Downie

Client Experience Associate
Trey Fernandez

Client Experience Specialist
Victoria Freeman

Client Experience Specialist
Kevin Nguyen

Client Experience Associate
Michelle Leichtner

Client Experience Specialist
Ayanna Thomas

Client Experience Specialist Team Lead