Our experts are the only professionals trained to integrate knowledge of estate planning, tax, investments, asset protection and charitable giving into advice driven by your values and goals. Using over 180 years combined experience, all members of our team hold this designation and work collaboratively to guide you to your wealth management objectives.
Christopher Van Slyke, CFP®
Partner, Founder, Financial Planner · Jackson Hole, WY and San Diego, CA
Allison Blake, CM, AA
Chief Operating Officer · San Diego CA
Morgan H. Smith Jr.,
IMBA, CFP®
Partner, Financial Planner · San Diego, CA
Scott W. O’Brien, CFP®
Partner, Financial Planner · Austin TX
Rick D. Wilkinson, CFP®
Partner, Financial Planner · Dallas-Fort Worth
Charles L. Stanley,
CFP®, ChFC®, CKA®
Advisor Emeritus · San Diego CA
Anthony G. Ferreira, CFP®
Partner, Financial Planner · San Diego CA
Doug Bolles, CAP®
Partner, Wealth Manager · Tyler TX
John Chapman, CFP®, CKA®
Partner, Financial Planner · Orange County CA
Matt Addington, CFP®
Partner, Financial Planner · Dallas-Fort Worth
Brooks Morgan, CFP®
Portfolio Manager, Lead Advisor · Jackson, WY and Austin, TX
Janet Tarasiewicz
Operations · San Diego CA
Ami Murofushi
Operations · San Diego CA
Leilah Roche
Operations · San Diego CA
Klair Van Slyke
Brand Manager · Austin TX
