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, PCA and Client Advisory
Stephanie Bowers
Principal, Client Operations
Darryl LaRue
Principal, Chief Operating Officer
Christopher Hunter
Principal, Chief Legal Officer
Jerrel Armstrong
Principal, Chief Investment Officer
Paul Custer
Principal, Director of Accounting
Josh Bond
Vice President, Reporting
Nicole Kobayashi, CFP®
Vice President, Client Service
Lexie Heusel
Associate, Client Service
Sadie Smelker
Associate, Client Service
Mikel Uribarren Ortiz
Client Service
Drew McDonald
Client Service
Lindsey Brown
Client Service Support
Marissa Tranquilini, CPA
Associate, Accounting
Greg Himmel
Accounting Analyst
Heather Pezzella
Accounting Analyst
Zack Bradian
Accounting Analyst
Ken O’Brien
Strategic Adviser
Michelle Weeks
Reporting Support
Josh Goldin
Investment Analyst
Tina Zurcher
Operations Manager
Ashley Brown
Administrative Assistant
Celia Lopez del Rio
Administrative Assistant
