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Troy Sharpe
Founder & CEO
Troy Sharpe
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Jessica Cannella
Co-Founder & President
Chris Perras
Chief Investment Officer
C. Nathan Kattner
Chief Compliance Officer
Mike Stuart
Chief Growth Officer
Nicole M. Riney
VP, Financial Planner
Chris Ayers
VP, Operations
Steve Ramadan
VP, Marketing
John Vaclavik
Associate Planner
Gabriela Zamarripa
Administrative Support
Briana Avila
Executive Assistant
Chris Myrick
Investment Analysis
Dwane Bacak
Director of Research
