Meet Our Team

• Peter Cline
  Founder | CEO
  Read Bio
• Alex Lee
  Partner | Client Advisor
  Read Bio
• Dwight S. Whiting
  Family Wealth Advisor
  Read Bio
• Brian Hill
  Director of Operations
  Read Bio
• Shari Bonnell
  Director of Client Services
  Read Bio
• Davis Walker
  Client Advisor
  Read Bio
• Dan Anderson
  Client Advisor
  Read Bio
• Jared Davis
  Client Advisor
  Read Bio
• Lesley Johnson
  Associate
  Read Bio
• Grayson Unger
  Client Advisor
  Read Bio
• Anam Masih
  Associate
  Read Bio
• Drew Matzen
  Senior Investment Analyst | Client Advisor
  Read Bio
• Regan Cline
  Senior Associate Advisor
  Read Bio
• Rose Kline
  Client Service and Marketing Associate
  Read Bio
• Anthony Scherrer
  Associate
  Read Bio
• Hanna Chernenko
  Associate
  Read Bio

Strategic Partners

• Jon Pinkston
  Founder | CIO
  Blue Kayak Partners, LLC
  Read Bio