Our Team


Adam Zuercher Adam C. Zuercher, CPA, CFP

CEO & Chief Investment Officer

Adam’s Bio

LinkedIn

Twitter

Facebook

 

Tony HixonAnthony J. Hixon, RFC

Partner & Chief Operating Officer

Tony’s Bio

LinkedIn

Twitter

Facebook 

 

Josh Robb

Joshua Robb

Associate Investment Advisor

Josh’s Bio

LinkedIn

 

 

Dick Zunkiewicz

Richard Zunkiewicz

Business Development Officer

Dick’s Bio

LinkedIn

 

 

Priscilla Runion

Strategic Assistant to Adam Zuercher

Priscilla’s Bio

LinkedIn

 

   


Jenna Wilson  
Jenna Wilson

Client Service Administrator

Jenna’s Bio

LinkedIn