Our People

Our experienced team delivers independent and objective advice based on Nobel Prize-winning financial economic research. We work on the behalf of our clients and make decisions based on their needs, not on incentives to favor a particular strategy, asset class, fund manager or service provider. We focus on what has been proven, over time, to produce results.

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Gina
Aldaz

Managing Director, Client Development

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Glen
Amason

Senior Wealth Management Advisor

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Bert
Butkus

Wealth Management Advisor

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Sarah
Crowe

Senior Wealth Management Advisor

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Ricquita
Edwards

Operations Manager

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J. Brent
Everett

Founder, Chief Investment Officer

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William
Flock

Investment Analyst

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Bryce D.
Gray

Chief Operating Officer

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Bob
Lamse

Managing Director, Growth and Partnerships

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Mirabella
Pascador

Client Development Coordinator

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David
Richards

Senior Wealth Management Advisor

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Stephen
T. Hart

Senior Wealth Advisor, Director of Financial Planning

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Landry
Thompson

Financial Planning Analyst