Meet Our Team

Adam Zuercher, CPA/PFS, CFP®

CEO & Chief Investment Officer

Tony Hixon, CIMA®, RFC®

Josh Robb, CFP®

Wealth Advisor

Dick Zunkiewicz

Business Development Officer

Jessica Hinks, CFP®

Associate Wealth Advisor

Kate Luginbill

Operations Manager

Austin Wilson

Research Analyst

Amy Young

Client Service Administrator