About Us

Marc Ackerman

Managing Partner | Chief Purpose Officer

    Dave Colón

    Chief Executive Officer

      Nhaman Pelphrey

      Managing Director | Estate Planning

        Francois Viljoen, CFA

        Co-Chief Investment Officer | Wealth Advisor

          Craig Thomas

          Chief Financial Officer | Co-Chief Investment Officer

            Eric Zurbrugg, CFP®

            Managing Director | Wealth Advisor

              Marco Mendoza

              Managing Director | Wealth Advisor

                Rex Jones

                Managing Director | Wealth Advisor

                  Trent Walters

                  Vice President | Family Office Services

                    Mick Meylor

                    Vice President | Wealth Advisor

                      Liberty Padilla

                      Vice President | Client Relationships

                        Stephanie Hunter

                        Assistant Vice President | Client Relationships

                          Courtney Kwan

                          Assistant Vice President | Family Office Services

                            Kennedy Reardon

                            Assistant Vice President | Advisor

                              Mario Colace

                              Associate | Private Client Services

                                AJ Bartko

                                Associate | Investment Analyst