Grow
with us.

Our team of professionals is committed to providing exceptional client service and deep technical expertise.

Our advisors include CPAs, CFP®s, CFAs and MBAs with decades of experience, which is why we are qualified to provide financial coaching and strategic investment advice.

Time is scarce, focus on what is most important to you and entrust our team to help you create a sustainable legacy.

Meet Our Team

Join Our Team

Aaron White, CFP®

CGO | Wealth Advisor

Adam Farid, CFP®

Wealth Advisor

Alina Lee, CFP®

Wealth Advisor

Ann Moitra

Investment Analyst

Anna Su, CPA

Tax Director

Bernice Dela Pena

Portfolio Administrator

Brady Ball, CFP®

Wealth Advisor

Brian Frazier

Co-CIO | Wealth Advisor

Brittani Depold

Client Service Associate

Chris Boudreaux, CPA, MBA

Financial Planning Associate
Join Our Team

Giving Back

At Adero, one of the foundational elements of our culture is to support the communities where we live and work.

Here are some organizations where our partners provide financial support as well as hands-on community engagement through our staff volunteer programs.

What We Do