About Us

Marc Ackerman

Managing Partner | Chief Purpose Officer

    Nhaman Pelphrey

    Managing Director | Head of Wealth Planning

      Francois Viljoen, CFA

      Co-Chief Investment Officer | Wealth Advisor

        Jim Hays

        Executive Chairman

          Dave Colón

          Chief Executive Officer

            Craig Thomas

            Chief Financial Officer | Co-Chief Investment Officer

              Eric Zurbrugg, CFP®

              Managing Director | Wealth Advisor

                Marco Mendoza

                Managing Director | Wealth Advisor

                  Rex Jones

                  Managing Director | Wealth Advisor

                    Trent Walters

                    Vice President | Family Office Services

                      Mick Meylor

                      Vice President | Wealth Advisor

                        Liberty Padilla

                        Vice President | Client Relationships

                          Stephanie Hunter

                          Assistant Vice President | Client Relationships

                            Courtney Kwan

                            Assistant Vice President | Family Office Services

                              Kennedy Reardon

                              Assistant Vice President | Advisor

                                AJ Bartko

                                Associate | Investment Analyst

                                  Joe Hulsy

                                  Associate | Business Operations