Jeff Ivory, CFP®

Founder, Chief Executive Officer

Leadership, Investment Committee

Wayne Bell-Warren, J.D.

Chief Compliance Officer, Director of Client Experience

Leadership, Client Services

Thad Schlaud, CFP®

Director of Client Experience

Leadership, Client Services

David Martin, CFA®

Chief Investment Officer

Leadership, Investment Committee

Randy Bonam

Operations Team Manager

Leadership, Operations

Chad Wotton, CFP®

Relationship Manager

Client Services, Operations

Nicole Standen, CFP®

Relationship Manager

Client Services, Operations

Patrick Nalepa, CFP®

Relationship Manager

Client Services

Ben Klamo, CFA®

Portfolio Manager

Investment Committee

Kip Mrkva, CFP®

Director of Client Experience

Client Services