Our experts are the only professionals trained to integrate knowledge of estate planning, tax, investments, asset protection and charitable giving into advice driven by your values and goals. Using over 180 years combined experience, all members of our team hold this designation and work collaboratively to guide you to your wealth management objectives.

Christopher Van Slyke, CFP®
Partner, Founder, Financial Planner · Jackson Hole, WY and San Diego, CA

Allison Blake, CM, AA
Chief Operating Officer · San Diego CA

Morgan H. Smith Jr.,
Partner, Financial Planner · San Diego, CA

Scott W. O’Brien, CFP®
Partner, Financial Planner · Austin TX

Rick D. Wilkinson, CFP®
Partner, Financial Planner · Dallas-Fort Worth

Charles L. Stanley,
Advisor Emeritus · San Diego CA

Anthony G. Ferreira, CFP®
Partner, Financial Planner · San Diego CA

Doug Bolles smiling.

Doug Bolles, CAP®
Partner, Wealth Manager · Tyler TX

John Chapman, CFP®, CKA®
Partner, Financial Planner · Orange County CA

Matt Addington smiling at camera.

Matt Addington, CFP®
Partner, Financial Planner · Dallas-Fort Worth

Brooks Morgan, CFP®
Portfolio Manager, Lead Advisor ·  Jackson, WY and Austin, TX

Janet Tarasiewicz
Operations · San Diego CA

Ami Murofushi
Operations · San Diego CA

Leilah Roche
Operations · San Diego CA

Klair Van Slyke smiling at the camera.

Klair Van Slyke
Brand Manager · Austin TX

Joanne Young
Client Service Associate · Orange County CA