Chad Wing, CFP®
Founder & Wealth Advisor
Chad has been active in the financial service industry since 1995. After graduating college, his first stop was traditional banking and money management; and while this work was helpful, it lacked an opportunity to make the impact he wanted
Dustin Brutton, CFP®
Partner & Wealth Advisor
Dustin enjoys many parts of his work but he’s a fanatic about helping clients chase their dreams. From exploring big life goals, to creating personalized financial plans, to celebrating his clients' success -- it's truly a passion...
Jim manages assets on behalf of our clients with responsibilities spanning the gamut from asset allocation, portfolio construction and monitoring, securities selection, and in-depth research. Helping manage clients’...
Mark Buchanan, CFP®
Associate Wealth Advisor
Mark joined the team in 2017 with a background in supervision and compliance, and is now a leader in investment operations and planning. Beyond his role of overseeing client accounts, Mark contributes to the strategy, implementation...
Investment Operations & Client Services
Johnny plays an essential role in the team’s investment and financial planning process while wearing many hats behind the scenes. He assists in the initial plan construction, research, asset allocation, and trading to align with...
Operations & Client Services
Jenna is a Jill of all trades on the Arizona team, and has a keen ability to manage workflows to ensure our processes run smoothly for both the team and our clients. She’s an integral part of onboarding new clients and ongoing...
Michelle’s focus is on creating opportunities to build and strengthen relationships both with our clients and our community, most often through service, education, and authentic listening & engagement. Joining our team with 15+ years