Our Team

Josh Frazier, CFA®

Partner, CEO & Chief Investment Officer

Brian Houts, CFP®, CFS

Partner, Chief Planning Officer

Benj Foor, CFP®, EA

Partner, Financial & Tax Advisor

Maddi Keegan, CFP®, MBA

Partner, COO, and Financial Advisor

Andy Gephart, CPA

Partner, Director of Tax & Accounting

Jane Callahan

Financial Advisor

Jim Frazier, CPA, M.TAX, CFP®

Partner, Founder, Chairman of the Board

Emily Wilcher, CFP®, RPA, EA

Financial & Tax Advisor

Austin Neal, CFP®

Financial Advisor

Annalisa Sporrong

Client Service Advisor

Kari Deaton

Office Manager

Anna Jensen

Client Service Assistant

Colin White, CFA®

Portfolio Manager

Lauren Baker

Client Service Assistant

Matthew Cox, EA

Tax Advisor

Victor Shott

Financial Advisor Development Associate

Maxine Chong, CPA, MBA, MAcc

Tax Advisor

Logan Hogrefe

Financial Advisor Development Associate

Romeo

Canine Coordinator

Beans

Canine Coordinator

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