Dustin Barr,
CFA^®

Founding Partner, Adviser

*

Abby Bennett, CFP^®, CExP^™

Founding Partner, Adviser, and
Director of Financial Planning

Molly Bohrer
*

Senior Client Partner

*

Oliver Cross
*

Founding Partner, Adviser

*

Chris Gammon, CFA®, CFP®

Founding Partner, Adviser

Holly Skipper

Founding Partner, COO, and
Director of Client Partnership

Bret Tagg, CPA

Associate Adviser

Austin Tilles

Investment Analyst