Amber Cofield

Investment Operations Associate

Lewis Goodman

Senior Technology Analyst

Aaron Tawil, CFP®

Partner, Chief Operating Officer & Chief Compliance Officer

Bill Schirmacher, CPA

Partner & Senior Data Operations Manager

Angela Carne

Senior Private Client Service Specialist

Amber Patton-Quartz

Private Client Service Specialist

Andrew Nell, CFP®

Senior Financial Advisor

Mickey Bueno

Financial Planner

Anthony Knight, CFP®

Senior Financial Advisor