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

LinkedIn

 

 

 

Richard Zunkiewicz

Business Development Officer

Dick’s Bio

LinkedIn

 

 

 

Priscilla Runion

Strategic Assistant to Adam Zuercher

Priscilla’s Bio

LinkedIn

 

 

 

Cathy Graham

Client Service Administrator

Cathy’s Bio

 

 

 

 

Kate Luginbill

Operations Manager 

Kate’s Bio