Meet the Team
OUR TEAM
We are proud to have fostered a culture that values teamwork, collaboration, and integrity. Each of our clients is supported by a three-person advisory team, including a Lead Advisor, Associate Advisor and Client Services Associate. To us – credentials matter! It’s our commitment to our clients and to the profession. Our team is comprised of financial professionals who have earned their CFA and CFP designations.
We are focused on building deep and lasting relationships, and as Fee-Only Fiduciaries, we want you to be confident that we aways operate with your best interest in mind.
ALEX CASTANEDA, CFP®
Associate Advisor
SHALONDA KNOX-SHELTON, MACC
Controller
ALEX KRIDER, MBA, CFP®, EA
Lead Advisor
SARA MILLER
Client Service Associate
This channel is all about education! You will find helpful videos developed for MICROSOFT, AMAZON, INTEL, and other professionals in the tech industry.
JP OSSEWARD, CFA, CFP®, FRM, CAIA
Chief Operating Officer | Partner
AJAY PATEL
Analytics Intern
LARS PHILLIPS, CFA, CFP®
Lead Advisor | Partner
ANGELA SORENSEN, MBA, CFP®
Associate Advisor
CHRISTINA SYLVESTER
Director of Marketing
DAVE WELTY, CFP®
Managing Director
Lead Advisor
Associate Advisor
STEPHEN ZELLER
Portfolio Implementation Specialist
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association®
READY TO GET STARTED?
Focused on your needs, we provide comprehensive financial planning and investment advisory strategies for individuals and families. We’d love to hear from you.