About
Services
Team
Contact
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About
Services
Team
Contact
Login
Our
Team
Charlie Willhoit
Principal, President
Tamara Ward, CFP®
Principal, Client Advisory
Kevin McCabe
Principal, PCA and Client Advisory
Stephanie Bowers
Principal, Client Operations
Ken O’Brien
Strategic Adviser
Jaye Everland, CFP®
Principal, PCA Client Management
Darryl LaRue
Principal, Chief Operating Officer
Christopher Hunter
Principal, Chief Legal Officer
Paul Custer
Principal, Director of Accounting
Josh Bond
Director of Reporting
Brooke Miller, CFP®
PCA Client Service
Jason Sandry, CFP®
PCA Client Service
Laura Higgins
PCA Operations Support Specialist
Kate Gillette, CFP®
Client Service
Nicole Kobayashi, CFP®
Client Service
Lexie Parker
Client Service
Sadie Smelker
Client Service
Cassie Alfaro
PCA Client Service
Marissa Tranquilini, CPA
Accounting Analyst
Olof Triana
Accounting Analyst
Greg Himmel
Accounting Analyst
Andy Turner
Accounting Support
Tina Zurcher
Office Manager
