Meet Our Team
Adam Zuercher, CPA/PFS, CFP®
CEO & Chief Investment Officer
Tony Hixon, CIMA®, RFC®
Partner & Chief Operating Officer
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
