Powered by amazing people

We’re a group of bright, talented professionals from varied backgrounds, united in our desire to be our best selves.

Jay Annis

CFP®, CIMA®, AIF®
Principal & Co-Founder

P. J. Gardner

CFA®, CFP®, CIMA®
Principal & Co-Founder

Paul Whiting, Jr.

CFA®, AIF®
Principal & Co-Founder

Chelly Anglada

Executive Assistant

Kathy Bryant

Director of Client Relations

Melissa Kaminski

Client Relations Associate

Ray Charles

CRPC®, AIF®
Senior Analyst

Chase Fowler

AIF®, CIMA®
Senior Analyst

Jimmy Robbins

CIMA®, AIF®
Senior Analyst

Shannon Holthaus

CPA
Controller & Compliance Analyst

Rachel Toscano

Analyst

Emily Fuhrman

Analyst