A world-class team

Powering world-class Advisors

We measure our success by yours. We believe the quality of your achievement should be matched by the confidence and ease of your journey.

Expertise doesn’t have to be incomprehensible. Our team leverages decades of experience to provide approachable, transparent, and down to earth technology-enabled solutions.

Leadership

Christian Haigh

CEO

Gabe Krambs

Technology

Alex Farman-Farmaian

Sales

Advisors

William "Bill" LeBoeuf

CFPA

Matt Peck

CFP®

Rosemary Wright

Stefan Whitwell

Burton Brown

AAMS, MBA, CFP®

Roland Chow

Technology

Gabe Krambs

Technology

Rasheed Hammouda

Product

Darren Whissen

MBA, CIO, CCO

Jake Oney

Seth Miller

Operations

Julie Steele

Lorrie Clark

Mason Talarczyk

Jamie Sylvester

Richard "Rich" Roscelli

Dawson Allen

Dennis Webber

Sales

Alex Farman-Farmaian

Billy Funkhouser

Josh Atwell