Ducere team members standing next to each other.

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
Investment Committee
Grace Huang, MBA
Senior Portfolio Strategist
Voting Member
Alexis Miranda, CFP®
Wealth Advisor
Paul Newton, MBA
Chief Financial Officer
Paul Shusted
Solutions Architect
Cody Columna
Financial Advisor
Silvia Zada
Director of Administration
Roman Mercado
Investment Analyst Associate
Aubrey Jaramillo
Investment Analyst Assistant