Meet Our Team
Peter ClineFounder | CEORead Bio
Alex LeePartner | Client AdvisorRead Bio
Dwight S. WhitingFamily Wealth AdvisorRead Bio
Brian HillDirector of OperationsRead Bio
Shari BonnellDirector of Client ServicesRead Bio
Davis WalkerClient AdvisorRead Bio
Dan AndersonClient AdvisorRead Bio
Jared DavisClient AdvisorRead Bio
Lesley JohnsonAssociateRead Bio
Grayson UngerClient AdvisorRead Bio
Anam MasihAssociateRead Bio
Drew MatzenSenior Investment Analyst | Client AdvisorRead Bio
Strategic Partners
Jon PinkstonFounder | CIOBlue Kayak Partners, LLCRead Bio
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