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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
Wesley McCain, M.A., M.B.A., Ph.D., CFAFounder, 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
Shu Chin Li, M.S., M.B.A., CFADirector 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
Matt Balaker, M.B.A., CAIA
Matt Balaker, M.B.A., CAIAPortfolio Manager, Client Service
Chris M. Gardner
Chris M. GardnerPortfolio Management Associate
Christina Elmore
Christina Elmore Portfolio Administrator
Sasha Childers
Sasha ChildersResearch Associate
Sheila Lagrand, M.A., Ph.D.
Sheila Lagrand, M.A., Ph.D.Director of Communications
Alma Ramos
Alma Ramos Office Manager
Gretchen Hartman
Gretchen HartmanSpecial Projects Coordinator
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