|
Team
Len A. Haussler, CFA, CPA
Founder and Chairman
of Advisory Board
View Bio
|
Jakki L. Haussler, Esq., CPA
Founder
and Chairman
of the Board
View Bio
|
Kevin P. Whelan, CFA
Principal and Portfolio
Manager
View Bio
|
Joseph P. Condren, CFA
Principal, COO and CCO
View Bio
|
Alexander
G. Moore
Associate Wealth Advisor
View Bio |
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 |
|
|
|
|
|
|
|