Meet
Our Team

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 combined 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

Angel Davis

Financial Planning Associate

Ann Moitra

Senior Investment Analyst

Anna Su, CPA

Tax Director

Bernice Dela Pena

Operations Trading Lead

Brady Ball, CFP®

Wealth Advisor

Brian Frazier

Wealth Advisor

Chris Boudreaux, CPA, MBA

Financial Planning Associate

Chris Rawnoi

IT Manager

Cody Fried, CFOA

Senior Operations Specialist

Connor McMahon, CFP®

Financial Planning Associate

Earl Hines

Founder | Wealth Advisor

Emily Berlinger

Business Operations Manager

Emma Ligtenberg

Marketing Lead

Eric Swensen, CFP®

CPO | Wealth Advisor

Evan Rothschild, CFA®, CFP®

Principal | Wealth Advisor
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.

Insights & News

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Whether you have a specific question or you're interested in learning more about our tailored approach to managing your wealth, we would like to begin a conversation with you.

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