Our Leadership Team
Our Investment Team
Chief Investment Officer
Tony Arsta, CFA
Investment Analyst
JP Bennet, CFA
Investment Analyst
Shelby McFaddin, CFA
Portfolio Manager
Jeremy Myers, CFA
Portfolio Manager
Michael Olsen, CFA
Investment Analyst
T.J. Piggott, CFA
Portfolio Manager
Nate Weisshaar, CFA
Investment Analyst
Ben Wong
Senior Trader
Michael Leichtner
Senior Trader
Anthony Price
Our Wealth Advisors
President
Megan Brinsfield, MAcc, CPA, CFP®
Director of Financial Planning
Sabrina Rosh, CFP®
Wealth Advisor
Hilary Daniel, CFP®
Wealth Advisor
Daniel Duckett, CFP®
Wealth Advisor
Sean Gates, CFP®, EA®
Wealth Advisor
Grace Kim, CRPC®
Wealth Advisor
Ellen Nusgart, CRPC®
Wealth Advisor
Lyndsi Stender, CFP®
Wealth Advisor