Meet Our Team

Adam Zuercher, CPA/PFS, CFP®

CEO & Chief Investment Officer

Tony Hixon, CIMA®, RFC®

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