Our Team
Craig Adams, CFP®
Chairman of the Board, Founder
Riley Crosbie, CFP®, CPA, NSSA®
President, Managing Director
Cormac Murphy, CFA
Managing Director, Investment Management & Technology, Chief Investment Officer
David Kastner, CFA
Managing Director, Wealth Management
Dylan Nielson, CAIA, IACCP®
Director of Trading & Operations, Chief Compliance Officer
Jaeden May, CFP®, CPA, NSSA®
Wealth Advisor
Brendan Dennis, CFP®
Senior Wealth Advisor
Kevin Allen, JD
Legal Counsel
Russ Madsen
Vice President, Financial Consulting
Karrie Shelton
Manager, Client Services
Doug Peterson, CFP®
Senior Manager, Financial Planning
Erin Ames, CFP®, CEP®, CPA
Senior Financial Planning Specialist
Debbie Miles
First Impressions, Logan Office Manager
Jace Cox, CFP®
Financial Planning Specialist
Jonathan Dursteler, CFP®, CRPS®
Financial Planning Specialist
Mitch Greene
Financial Consultant
Stephanie Davis
St. George Office Manager
Greg Cole, CPA
Head of AIM Ventura Capital
Nicholas Singleton
Vice President, Growth Equity
Lori Reynolds
Client Services Associate
Scott Hamblin, MHR
Senior Executive Assistant and Human Resource Manager
Tong Bai, CFA
Trading Specialist
El Ebnou
Senior Specialist Software Engineer
Lucas Idstrom
Senior Specialist Software Engineer
Lindsey Myers
Marketing Manager
Braydon Barlow
Associate Trading & Operations