Our Team

Josh Frazier CFA®

Partner, CEO & Chief Investment Officer

Brian Houts CFP®, CFS

Partner, Chief Planning Officer

Andy Gephart CPA

Partner, Director of Tax & Accounting

Jim Frazier CPA, M.TAX, CFP®

Partner, Founder, Chairman of the Board

Jane Callahan

Financial Advisor

Emily Wilcher CFP®, RPA, EA

Financial & Tax Advisor

Benj Foor CFP®, EA

Partner, Financial & Tax Advisor

Nate Owen

Financial Advisor

Matthew Cox EA

Tax Advisor

Annalisa Sporrong

Client Service Assistant

Kari Deaton

Client Service Assistant

Anna Jensen

Client Service Assistant

Colin White

Investment Operations Associate

Maxine Chong

Tax Advisor

Romeo

Beans