Meet Our Team
Adam Zuercher, CPA/PFS, CFP®
CEO & Chief Investment Officer
Tony Hixon, CIMA®, RFC®
Partner & Chief Operating Officer
Jessica Hinks, CFP®
Wealth Advisor
Josh Robb, CFP®
Senior Wealth Advisor
Amy Young
Client Service Administrator
Reine Holbrook
Operations Specialist
Kelli Smith
Executive Assistant to the CEO
Melinda Murphy
Administrative Assistant
Austin Wilson
Research Analyst
