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

Emily Wilcher CFP®, RPA, EA

Financial & Tax Advisor

Maddi Keegan CFP®, MBA

Financial Advisor & Director of Operations

Andy Gephart CPA

Partner, Director of Tax & Accounting

Jim Frazier CPA, M.TAX, CFP®

Partner, Founder, Chairman of the Board

Jane Callahan

Financial Advisor

Nate Owen

Financial Advisor

Kari Deaton

Client Service Assistant

Annalisa Sporrong

Client Service Assistant

Anna Jensen

Client Service Assistant

Matthew Cox EA

Tax Advisor

Maxine Chong CPA, MBA, MAcc

Tax Advisor

Colin White

Investment Operations Associate