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

Will Hinks, CFA®

Operations Specialist

Scott Miller

Life Coach

Melinda Murphy

Administrative Assistant

Josh Robb, CFP®

Partner, Director of Wealth Management

Chase Rose

Associate Wealth Advisor

Kelli Smith

Executive Assistant to the CEO

Becky Webb

Executive Assistant to the COO

Austin Wilson

Research Analyst

Amy Young

Client Service Administrator

Meet Our Interns

Ashley Miller

Marketing Intern

Kate Newland

Finance Intern