our Team
Our team is ready to work with you
Kim Cappellano
Chief Executive Officer, Founding Partner
Wendy Brekken, J.D.
President, Chief Wealth Planning Officer
Ben Goethel, J.D.
Partner, Senior Wealth Strategist
Brett Halley, CFA®
Chief Investment Officer, Founding Partner
Bryan Jarman, CFA®
Partner, Portfolio Manager
Bryan Johnson
Founding Partner, Co-Head of M&A
Chris Casey
Founding Partner, Investment Strategist
Hayden Passmore
Associate Investment Advisor
Dave Arens
Founding Partner, Managing Director
Marissa Bormann
Director of Operations
Beth Rodriguez
Client Relationship Specialist
David Holtorf
Founding Partner, Managing Director
Tonya Weber
Senior Client Associate
David Tawil, CTFA®
Founding Partner, Managing Director
DeAnna Connell
Senior Client Associate
Debra Wilkens, CFA®
Founding Partner, Senior Portfolio Manager
Elvira Portillo
Senior Client Associate
Gayle Fincher
Partner, Managing Director
Giovani Rodriguez Martinez, PhD, CPA
Associate Wealth Advisor
Heather Fortune Vestweber
Founding Partner, Wealth Advisor
Jeffrey Steiner
Partner, Senior Portfolio Manager
Leslie Wall
Senior Client Associate
Liz Yzaguirre
Client Relationship Specialist
Mandy Jones
Client Relationship Specialist
Madison Vestweber
Associate Wealth Advisor
Michael Leabo, CRPS®
Associate Investment Advisor
Maxwell Smith
Co-Director of M&A
Michelle Acton
Partner, Managing Director
Melissa Clines
Director of Firm Engagement & Execution
Nicole Tripp
Senior Client Associate
Russell Samples, CTFA®
Founding Partner, Managing Director
Timothy Durbin
Partner, Managing Director
Tyler Schlumpf, CFA®
Partner, Senior Portfolio Manager
Zac Ritchey, CFP®
Partner, Managing Director, Lead Advisor
Austin Brekken
Summer Intern
Keegan Durbin
Summer Intern
Newsletter
Expert insights delivered straight to your inbox.
We write to our friends and family every few weeks or so with big news, big ideas, and big updates. Sign up now and get the inside track.
