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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<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
Martin Standish, CFA, CFP<sup>®</sup>, CAIA
Martin Standish, CFA, CFP®, CAIAPortfolio Manager, Client Service
Sasha Childers
Sasha ChildersResearch Analyst
Shannon Swift
Shannon SwiftStrategic Manager
Alma Ramos
Alma Ramos Office Manager
Jessica Maslankowski
Jessica MaslankowskiAdministrative Assistant
Karmen Younes, PFP<sup>®</sup>
Karmen Younes, PFP®Client Service Specialist
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