Our Team

Advisory

Justin R. Apt, CFA®

Managing Principal, Leadership Committee Member

Anna Bhai, CFP®

Advisor

Amy Boyd, CFA®, CFP®

Director of Research

Giles R. A. Fox, CFA®

Director of Research

Darrell Laing, CFP®, ChFC®

Senior Advisor, Leadership Committee Member

Kevin McCulley, CFA®, CFP®

Senior Advisor

Rachel M. McGuire, CFA®

Advisor

Bradley E. Noland, CFP®

Senior Advisor

Collin J. Schmidt, CFP®

Senior Advisor, Leadership Committee Member

Gary Wagner, JD

Managing Principal

Operations & Client Service

Jessica Hannon

Senior Client Service Associate

Nathan R. Howard

Chief Operating Officer & Chief Compliance Officer

Allison Jensen

Senior Client Service Associate

Heather Johnson

Senior Client Service Associate

Rosie Pedraza

Senior Client Service Associate

Laura Pond

Senior Portfolio Administrator

In Memory of Gabby

Chief Morale Officer