Meet Our Team

Adam Zuercher, CPA/PFS, CFP®

CEO & Chief Investment Officer

Tony Hixon, CIMA®, RFC®

Jessica Hinks, CFP®

Wealth Advisor

Kelli Smith

Executive Assistant to the CEO

Reine Holbrook

Operations Specialist 

Austin Wilson

Research Analyst

Josh Robb, CFP®

Senior Wealth Advisor

Amy Young

Client Service Administrator