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Pete Covino, AWMA
Founding Partner / Senior Wealth Advisor
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Andy Rad
Managing Partner / CIO
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Justin Martin, MBA
CEO / Senior Wealth Advisor
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Sean Martin
COO
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Jeff West J.D.
Chief Compliance Officer
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Sam Allman
Wealth Advisor
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Kyler Burke
Wealth Advisor
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Dave Condensa, CEPA
Senior Wealth Advisor
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Brian Crane
Wealth Advisor
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Lydon Crane, CPA
Wealth Advisor
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Miguel Delgado CFP®
Senior Wealth Advisor
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Ian Dunlap, CPA, CFP®
Wealth Advisor
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Jacob Davelaar
Wealth Advisor
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Scott Escujuri, Esq
Senior Wealth Advisor
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Joseph Fisher
Wealth Advisor
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Acen Hansen
Wealth Advisor
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Babak (Bobby) Kooros, CLU
Wealth Advisor
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John Lane, MBA, CFP®
Senior Wealth Advisor
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Rob Oakes, CPA
Wealth Advisor
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Jaime Redfern
Wealth Advisor / Tax Specialist
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Benjamin Schamber
Wealth Advisor
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Carson Skaggs
Wealth Advisor
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Lincoln West
Wealth Advisor
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Scott Wilson
Wealth Advisor
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Justin Maxwell
Wealth Advisor
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Michael Pond
Wealth Advisor
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Tami Wheeler
Director of HR & Executive Assistant
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Jennifer Conner
Operations Support
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Drew Edwards
Creative Director
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Ella Gladysh, MBA
Advisor Assistant
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Caleb Howard
Sr. Portfolio Manager
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Bridget Lee
Marketing Specialist
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Kelton Marroquin
Advisor Assistant
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Julie Marshall
Operations Support
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Taylor Martin
Operations Support
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Jessica Metsger
Client Services Associate
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Kelli Wilson
Client Coordinator