Tyler Bidwell, CPA
Managing Director, Tax Strategy
Matthew Blocki, CFP®, RICP®, ChFC®
CEO and Founder
Drew Deimel
Business Development
Jordan Fediaczko
Director of Investment Operations
Tyler Houston, CFP®
Wealth Strategist
Diana Ley
Director of Brand & Firm Operations
Christopher Pavcic
Senior Wealth Strategist
Nick Rosen, CPA
Senior Tax Advisor
Jimmy Ruttenberg
Family Wealth & Estate Consultant, Member
Ben Ruttenberg, CFP®
Wealth Strategist
Jamison Smith
Managing Director, Wealth Strategy
Corey Smith
Tax Advisor
Nick Stonesifer, CFP®, ChFC®
Director of Investments and Trading
Kristin Haines, AALU
Risk Management Specialist
Verified Client Reviews
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