Our experienced professionals are 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 of 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
Doug Bolles, CAP®
Partner, Wealth Manager · Tyler TX
John Chapman, CFP®, CKA®
Partner, Financial Planner · Orange County CA
Anthony G. Ferreira, CFP®
Partner, Financial Planner · San Diego CA
Brooks Morgan, CFP®
Portfolio Manager, Lead Advisor · Jackson, WY and Austin, TX
Ami Murofushi
Operations · San Diego CA
Janet Tarasiewicz
Operations · San Diego CA
Leilah Roche
Operations · San Diego CA
