Our Team

More than 30 years of financial advisory expertise.

Trusted professionals dedicated to walking alongside you with expertise, integrity, and an unwavering commitment to your financial success.

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Meet Our Team

Trusted professionals dedicated to walking alongside you with expertise, integrity, and an unwavering commitment to your financial success.

Role
Location
All
Advisors
Operations
Investment Committee
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Investment Committee
Rick Keller, CFP®
Chairman and Chief Economist
Voting Member
Investment Committee
Zane Keller, CFP®
Chief Executive Officer
Jack Stemper, CFP®
Senior Wealth Advisor
Investment Committee
Nicholas Bzovi, CFA®, CAIA®, CGMA®
Director of Alternative Investments
Voting Member
Investment Committee
John T. Harrington, MBA
Senior Investment Advisor
Investment Committee
Phil Chong, CFA®
Director of Operations
Voting Member
Kent Tkach
Director of Advisor Growth
Investment Committee
Grace Huang, MBA
Senior Portfolio Strategist
Voting Member
Alexis Miranda, CFP®
Wealth Advisor
Paul Newton, MBA
Chief Financial Officer, Chief Compliance Officer
Paul Shusted
Solutions Architect
Cody Columna
Financial Advisor
Silvia Zada
Director of Administration
Roman Mercado
Investment Analyst Associate