About
Services
Team
Contact
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About
Services
Team
Contact
Login
Our
Team
Charlie Willhoit
Principal, President
Tamara Ward
Principal, Client Advisory
Kevin McCabe
Principal, Client Advisory
Stephanie Bowers
Principal, Client Advisory
Darryl LaRue
Principal, Chief Operating Officer
Christopher Hunter
Principal, CLO, CCO
Jerrel Armstrong
Principal, Chief Investment Officer
Paul Custer
Principal, Director of Accounting
Josh Bond
Vice President, Reporting
Nicole Kobayashi, CFP®
Vice President, Client Service
Shannon Connor
Vice President, Client Service
Lexie Heusel
Associate, Client Service
Sadie Smelker
Associate, Client Service
Drew McDonald
Associate, Client Service
Mikel Uribarren Ortiz
Client Service
Natasha Gunberg
Client Service
Lindsey Brown
Client Service
Marissa Tranquilini, CPA
Associate, Accounting
Zack Bradian
Accounting Analyst
Travis Jones
Accounting Analsyt
Emily Rodriguez
Accounting Analyst
Lisa Alvarez
Accounting Support
Marisela Aguilar
AP Specialist
Ken O’Brien
Strategic Adviser
Josh Goldin
Investment Analyst
Michelle Weeks
Reporting Associate
Kirk Gulliver
Reporting Support
Tina Zurcher
Office Manager
Ashley Brown
Administrative Specialist
Celia Lopez del Rio
Administrative Specialist
Tara Butler
Administrative Specialist
