Leadership

Jesse Christensen Photo

Jesse Christensen

FOUNDER
Private Wealth Advisor

Ella Buckley Photo

Ella Buckley

MANAGER
Client Operations

Business Support

Will Brand Photo

Will Brand, CRCP®

Chief Compliance Officer

Ryan Geschke Photo

Ryan Geschke

Director of Investments

Erin Corbett Photo

Erin Corbett

Director of Finance & Human Capital

Jenny Kurz Photo

Jenny Kurz

Marketing Coordinator

Lauren-Lehman Photo

Lauren Lehman, CFA®, CFP®

Head of Portfolio Management

Arianna-Rodriguez Photo

Arianna Rodriguez, CIMA®

Senior Portfolio Manager

Professional Partnerships

Boomer Saraga Photo

Boomer Saraga

Founder
@ Khelp Financial
Crypto & Digital Asset Strategy
www.khelpfinancial.com

Darius Dale Photo

Darius Dale

Founder & CEO
@ 42 Macro
Macro–Market Strategy & Research
www.42macro.com

Resource Partners

charles-schwab

Charles Schwab

Charles Schwab is one of our primary custodians for client assets. For more than 50 years, Schwab has built a reputation for integrity and financial management expertise. *As a leader in the financial services industry, Charles Schwab manages $7.38 trillion in client assets across 34 million accounts. Schwab understands the full spectrum of products and services essential for providing our clients with the highest level of service, technology, and security.

* March, 2023

newedge-advisors

Fidelity Investments

Fidelity is also a custodian for our client assets and represents one of the largest and most stable financial firms in the world. *Serving over 3,700 independent advisory firms like ours and managing $3.1 trillion in assets, Fidelity has a customer base exceeding 50 million. Fidelity is an essential resource for our team and clients, offering a differentiated technology platform with advanced trading and portfolio management capabilities.

* June, 2023

newedge-advisors

NewEdge Advisors

NewEdge Advisors, formerly Goss Advisors, is a registered investment advisor (RIA) supporting 285+ financial advisors across the country, who collectively service over $22 billion in combined brokerage and advisory assets. NewEdge Advisors was built by advisors, for advisors to give independent advisory practices a better way to serve clients, and to manage time and expenses more effectively than they could on their own.

* June, 2023