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 always operate with your best interest in mind.

KAITLYNN BURNETT

Video Production Intern

ALEX CASTANEDA, CFP®

Associate Advisor

PASANG GURUNG

Client Service Associate

SHALONDA KNOX-SHELTON, MACC

Controller

ALEX KRIDER, MBA, CFP®, EA

Lead Advisor

SARA MILLER

Client Service Associate

JP OSSEWARD, CFA, CFP®, FRM, CAIA

Chief Operating Officer | Partner

AJAY PATEL

Analytics Intern

LARS PHILLIPS, CFA, CFP®

Lead Advisor | Partner

JASON RIZK

Associate Advisor

ANGELA SORENSEN, MBA, CFP®

Associate Advisor

AAREN STRAND, CFP®

Lead Advisor

CHRISTINA SYLVESTER

Director of Marketing

DAVE WELTY, CFP®

Managing Director

NICHOLAS WRIGHT, CFA, CFP®

Lead Advisor

MIAO YU, CFA

Associate Advisor

STEPHEN ZELLER

Portfolio Implementation Specialist

MEET US ON YOUTUBE

This channel is all about education! You will find helpful videos developed for MICROSOFT, AMAZON, INTEL, and other professionals in the tech industry.

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.