Tracy Kuntz, M.B.A., CFP<sup>®</sup>
Tracy Kuntz, M.B.A., CFP®President, Board Member
Wesley McCain, M.A., M.B.A., Ph.D., CFA<sup>®</sup>
Wesley McCain, M.A., M.B.A., Ph.D., CFA®Founder, Chairman, Board Member
Ernie Garrett, M.A., CFP<sup>®</sup>
Ernie Garrett, M.A., CFP®Vice President, Investment Services
Robyn L. Clarke, J.D., CFP<sup>®</sup>, AIFA<sup>®</sup>
Robyn L. Clarke, J.D., CFP®, AIFA®Director of Fiduciary Services
Shu Chin Li, M.S., M.B.A., CFA<sup>®</sup>
Shu Chin Li, M.S., M.B.A., CFA®Director of Research, Portfolio Strategist
Lisa Tomlinson, CFP<sup>®</sup>
Lisa Tomlinson, CFP® Portfolio Manager, Client Service
Heidi Haynes, CFP<sup>®</sup>
Heidi Haynes, CFP® Portfolio Manager, Client Service
Chris M. Gardner, AIF<sup>®</sup>
Chris M. Gardner, AIF®Director of Client Impact
Martin Standish, CFA, CFP®, CAIA
Martin Standish, CFA, CFP®, CAIAPortfolio Manager, Client Service
Christina Miller
Christina Miller Portfolio Administrator
Sasha Childers
Sasha ChildersResearch Analyst
Shannon Torrez
Shannon TorrezStrategic Manager
Alma Ramos
Alma Ramos Office Manager
Jessica Maslankowski
Jessica MaslankowskiAdministrative Assistant
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