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