Meet Your Team
Your 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 Service 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, CFP®, FPQP®
Associate Advisor
ALEX CASTANEDA, CFP®
Partner | Lead Advisor
RAPHAEL
DE OCAMPO, CFP®
Associate Advisor
MARISOL FUNG, CFP®, CIMA®
Director of Portfolio Management
COURTNEY GEHRMANN, CFP®
Advisor
JACK GOODE, FPQP®
Client Service Associate
SALONI GUPTA, CFP®
Lead Advisor
Associate Portfolio Manager
LISA HARPER, FPQP®
Senior Client Service Associate
Chief of Staff
ALEX KRIDER, CFP®, EA, MBA
Partner | Lead Advisor
REBEKAH MILLER
JP OSSEWARD, CFA, CFP®, FRM, CAIA
Managing Partner
LARS PHILLIPS, CFA, CFP®
Managing Partner
TIFFANY SHAFER, FPQP®
Director of Client Service
KYLE SHIM, FPQP®
Client Service Associate
TIFF STONER, CFP®
Lead Advisor
AAREN STRAND, CFP®
Managing Director
Associate Advisor
KATELYNN TOTH, CFP®
Associate Advisor
DAVE WELTY, CFP®
Founding Partner
MADDI WILLIAMS, CFP®, ECA, MBA
Associate Advisor
NICK WRIGHT, CFA, CFP®
Managing Partner
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®
Certified Investment Management Analyst® (CIMA®) is a professional designation issued by the Investments and Wealth Institute
Financial Risk Manager (FRM) is a professional designation issued by the Global Association of Risk Professionals (GARP)
The Enrolled Agent (EA) designation is a professional credential awarded by the IRS
The Equity Compensation Associate designation is awarded by Certified Equity Professional Institute (CEP)
The Financial Paraplanner Qualified Professional (FPQP®) is a designation awarded by the College for Financial Planning
SHRM Certified Professional (SHRM-CP®) is a globally recognized HR credential offered by the Society for Human Resource Management (SHRM)
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.