Our Team


Adam C. Zuercher, CPA, CFP

CEO & Chief Investment Officer

Adam’s Bio

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Anthony J. Hixon, RFC

Partner & Chief Operating Officer

Tony’s Bio

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Joshua Robb

Associate Investment Advisor

Josh’s Bio

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Richard Zunkiewicz

Business Development Officer

Dick’s Bio

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Priscilla Runion

Strategic Assistant to Adam Zuercher

Priscilla’s Bio

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Jenna Wilson

Client Service Administrator

Jenna’s Bio

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