Evan has over two decades of experience in the asset management/financial services space with top firms such as FS Investments, Inland, CNL, and Russell Investments.

Chris began his career in the industry as a financial advisor with Merrill Lynch in 2015. He also spent five and a half years as the lead advisor for Bayntree Wealth Advisors and specialized in the RIA space, assisting his clients in minimizing their taxes and creating a strong income plan for retirement by developing a comprehensive financial plan. Chris and his wife currently reside in Scottsdale, Arizona and welcomed a baby boy, in November 2022.

Andrea has worked in the financial services industry since 1998, when she started out in futures and commodities on the trading floor of The Chicago Mercantile Exchange. In 2000, she developed a passion for helping individuals and families, and her career tracked toward delivering wealth management strategies and comprehensive financial planning services. Since then, she has held rewarding financial advisor roles at Charles Schwab, E*TRADE and UBS Financial.

Chad has worked in the financial services industry since 2001, holding a variety of leadership and client-facing roles across insurance, retirement, and wealth management. His experience spans large-scale advisor development, strategic sales enablement, and direct client engagement—giving him a unique lens on what it takes to serve clients well and grow a business with purpose.

Bill brings more than 24 years of experience in the financial services industry to his role as Regional Vice President. His background as both an advisor and equity analyst is critical to guiding clients through the planning process while determining the most optimal financial solutions for their future.

Joe has worked in the financial services industry since 2010 and has partnered extensively with financial professionals and high-net-worth clients to help them achieve their financial goals. He is deeply passionate about serving in a fiduciary capacity to help clients find the appropriate solutions for their unique situations.

He has worked within institutional municipal bond markets, assisted advisors in growing their practices, and worked with hundreds of high-net-worth clients.

Katie is a financial professional who has been working in private wealth management since 2014. With a focus on communication and relationship building, she has established a reputation for providing a superior client experience.

Brooks has worked in the financial services industry since 2006, beginning his career as an analyst at New York investment bank SPP Capital Partners. He joined Fisher Investments in 2014, where he served clients as a member of the financial planning team, hosted national client programs, and ultimately worked with some of the firm’s largest institutional investors.

David brings 20 years of a diverse accounting and financial services background to the team. As a fiduciary investment advisor and holistic wealth manager, he specializes in helping clients create long-term tax efficient retirement income distribution plans.

Melinda has 15 years of experience in the financial services industry working with institutions and families. Currently her focus is on supporting individuals, multi-generational families, and retirees as they work to best utilize their wealth in an effort to manage lifetime goals and simplify their financial situation.