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Our Team

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Craig Adams, CFP®

Chairman of the Board, Founder

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Riley Crosbie, CFP®, CPA, NSSA®

President, Managing Director

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Cormac Murphy, CFA

Managing Director, Investment Management & Technology, Chief Investment Officer

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David Kastner, CFA

Managing Director, Wealth Management

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Jaeden May, CFP®, CPA, NSSA®

Wealth Advisor

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Brendan Dennis, CFP®

Senior Wealth Advisor

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Karly Rizzo

Director of Marketing Operations

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Arun Balasubramaniam, CFA

Managing Director, Investment Management & Technology, Chief Technology Officer

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Doug Peterson, CFP®

Senior Manager, Financial Planning

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Alex Knowles

Vice President of Business Development

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Russ Madsen

Vice President, Financial Consulting

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Raj Shekhar, Ph.D., CFA

Portfolio Manager and Head of Quantitative Research

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Karrie Shelton

Manager, Client Services

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Debbie Miles

First Impressions, Logan Office Manager

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Robert Reay, CFP®

Senior Financial Planner

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Jace Cox, CFP®

Associate Wealth Advisor

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Mitch Greene, CFP®

Associate Wealth Advisor

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Lori Reynolds

Client Services Associate

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Aimee Odd, CPA

Controller

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Scott Hamblin, MHR

Senior Executive Assistant and Human Resource Manager

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Stephanie Davis

St. George Office Manager

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Greg Cole, CPA

Head of AIM Ventura Capital

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Nicholas Singleton

Vice President, Growth Equity

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Kevin Allen, JD

Estate Planner

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Tong Bai, CFA

Trading Specialist

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El Ebnou

Senior Specialist Software Engineer

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Lucas Idstrom

Senior Specialist Software Engineer

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Braydon Barlow

Associate Trading & Operations

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