Our Team

 

Stephanie Bosserman, CFA

PRESIDENT

Kristine Klein

CLIENT RELATIONS MANAGER

Glenda Selvage

ADMINISTRATIVE MANAGER

Ray Hayes

ADVISER

Hunter Lewis

CHIEF INVESTMENT OFFICER

Justin Suksengdow

DIRECTOR OF SYSTEMS & ANALYTICS

Ila Kimata

PORTFOLIO MANAGER

Henry Lewis

ADVISER

Troy Stovall

ADVISER

Isaac Wentz

DIRECTOR OF INVESTMENTS