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