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ABOUT US
OUR TEAM
WHAT WE DO
CORPORATE
INVESTOR RESOURCES
OUR CLIENTS
CAREERS
MEDIA
CONTACT
OUR TEAM MEMBERS
Blair Thompson, CRPC®, AAMS®, CWS®
President & Partner Advisor
Blair
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Lori Copeland
Senior Advisor
Lori
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Matthew Novak, CFP®, MSIRE
Senior Advisor
Matthew
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TJ Randt II, CRPC™, SE-AWMA®
Senior Advisor
TJ
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Jamie Esler, CFA®, CFP®
Advisor
Jamie
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Ori Boucvalt, MSF
Investment Analyst & Advisor
Ori
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Joe Bogdan
Advisor
Joe
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Nickolas "Nicco" Moriates
Client Service Operations Coordinator
Nicco
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Kristen Kestel
Operations Specialist
Kristen
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Shane Stuhlmiller
Dual Use Innovation Team Support
Shane
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Royce Barber, MBA®
Dual Use Innovation Team Support
Royce
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