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Team
 Jakki L. Haussler, Esq., CPA
Founder
and Chairman
of the Board
View Bio
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 Kevin P. Whelan, CFA
Principal and Portfolio
Manager
View Bio |
 Joseph P. Condren, CFA
Principal, COO and CCO
View Bio
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 Alexander
G. Moore
Associate Wealth Advisor
View Bio
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 Nathan A. Bishop, CFA
Principal
and Portfolio
Manager
View Bio |
 Nathan M. Bailey, CFA, CFP®
Principal
and Portfolio Manager
View Bio |
 Mandy Hall
Office Manager and
Administrative Associate |
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