Meet Our Team
Adam Zuercher, CPA/PFS, CFP®
CEO & Chief Investment Officer
Tony Hixon, CIMA®, RFC®
Partner & Chief Operating Officer
Melinda Murphy
Administrative Assistant
Josh Robb, CFP®
Partner, Director of Wealth Management
Chase Rose
Associate Wealth Advisor
Kelli Smith
Executive Assistant to the CEO
Amy Young
Client Service Administrator
Becky Webb
Executive Assistant to the COO
Austin Wilson
Research Analyst
Meet Our Interns
Ashley Miller
Marketing Intern
Kate Newland
Finance Intern
