Our Team
Boutique means you know exactly who's in your corner.
No call center, no rotating account reps, no getting handed to whoever's free. A small team of specialists who know your name, your plan, and your CPA.
Allen Tyndall
Wealth Management Advisor · Partner
Private Credit & Real Estate
Wealth Management Advisor · Partner
Opens the door to private credit and real estate most retail clients never see.
Private Credit & Real Estate
View full profile →
Michael Cox
Lead Advisor
Series 6 · 7 · 63 · 66 · L/A/H · SIE
Lead Advisor
Traded the NFL backfield for the planning table, and brought the same discipline.
Series 6 · 7 · 63 · 66 · L/A/H · SIE
View full profile →
Allison Dominguez Kramer
Chief Operations Officer · Chief Compliance Officer
MS · ChFC® · CLU®
Chief Operations Officer · Chief Compliance Officer
Runs operations and compliance so nothing about your plan is left to chance.
MS · ChFC® · CLU®
View full profile →
Josh Lebo
Insurance & Investment Strategist
B.S. Business Administration
Insurance & Investment Strategist
Turns complex strategies into plans clients can actually understand.
B.S. Business Administration
View full profile →
Hunter McClellan
Jr Associate · Marketing Lead
Marketing & Client Experience
Jr Associate · Marketing Lead
Keeps the details between meetings from ever becoming the client's problem.
Marketing & Client Experience
View full profile →
This team is growing.
We add advisors the same way we add clients: carefully, and only when it's the right fit. More names are joining soon.