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

Annalisa Sporrong

Client Service Advisor

Kari Deaton

Client Service Assistant

Anna Jensen

Client Service Assistant

Matthew Cox, EA

Tax Advisor

Maxine Chong, CPA, MBA, MAcc

Tax Advisor

Colin White

Portfolio Manager

Lauren Baker

Client Service Assistant

Victor Shott

Financial Advisor Development Associate