Josh Gustafson
Executive Managing Partner
David Kerber, CFP®, CRPC®, MPAS®, ABFP℠
Managing Partner
Jim Czirr, CFP®, CFA
Partner
Byron Snider, CFA®
Sr. Wealth Advisor
Katherine Fincher, MBA, CFP®
Sr. Wealth Advisor
Mark Eshman, CAP®
Partner, Endowments and Foundations
Mark Howard, CFP®
Wealth Advisor
Renee McConnell, CRPC
Sr. Wealth Advisor
Andy Cawood
Client Service Specialist
Denise Cavanaugh
Client Service Specialist
Jose Donayre
Client Service Specialist
Nina Hernandez
Manager, Client Service
Sierra Talbutt
Sr. Client Service Specialist
Doug Fabian
Sr. Vice President

