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

Steve Dean

CIO

Advisors

William "Bill" LeBoeuf

CFPA

Matt Peck

CFP®

Rosemary Wright

Stefan Whitwell

Burton Brown

AAMS, MBA, CFP®

Roland Chow

Darren Whissen

MBA, CIO, CCO

Howard Dingle

David Hubble

Bill Burns

Hans-Christian Winkler

Allen Thomas

Marcie Crawford

Technology

Gabe Krambs

Technology

Rasheed Hammouda

Product

Jake Oney

Seth Miller

Brian Miller

Adam Hammouda

Operations

Richard "Rich" Roscelli

Fallon Guinan

Kai Davies

Kyon Pannill

Steven Ramina

Tracy Kinder

Business Development

Alex Farman-Farmaian

Billy Funkhouser

Josh Atwell

Roxanna Guinan