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 Financial Planning

Chase Rose

Kelli Smith

Executive Assistant to the CEO

Austin Wilson

Research Analyst

Amy Young

Client Service Administrator