Keith Cobell, Family Office Advisor

Kaitlyn Myers, Accounting Associate

Grant Meidal, Administrator

Alexa Colón, Client Services Manager

Joey Rodgers, Asset Manager

Will Tasista

Operations and Accounting Associate

Kiah Jordan, MSSE, CFP®, ChFC®
Founder
Licensed Professional Fiduciary

Felicia Luong Boyd
Director of Financial Services

Heidi Cougoule, CES™
Client Services Manager