
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

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

Chris Rawnoi
IT Administrator

Cody Fried
Portfolio Administrator

Connor McMahon
Financial Planning Associate

Daniel Ashton
Financial Planning Associate

Earl Hines
Founder | Wealth Advisor

Emily Berlinger
Portfolio Administrator

Emma Ligtenberg
Marketing Associate
