Meet Our Team

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

• Jon Pinkston
  Founder | CIO
  Blue Kayak Partners, LLC
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