
Aaron Izenstark
Co-founder, Chief Investment Officer

Howard Nixon
Co-founder, Chief Executive Officer

Howard Nixon
Co-founder, Chief Executive Officer

Richard Lakin
Strategic Relationship Management

Sarah Allred
Director of Marketing

Robert Cohn
Director of Finance

Timothy Ziemba, CFA, CFP®
Director of Operations, Director of Compliance

Liliana Soto
Senior Client Service Specialist

Eric Bradley
IT Manager