Our Team

James Van Diest MBA, MFIN

CEO, CIO, Partner

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Professional portrait of Bryce Littler

Bryce Littler CPA, CFP

CFO, Head of Tax, Partner

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Professional portrait of Eric Dawson

Eric Dawson

Lead Wealth Advisor, Partner

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Professional portrait of Tyler Dawson

Tyler Dawson CKA®

Lead Wealth Advisor, Partner

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Professional portrait of William Bertran

Bill Bertran

Lead Wealth Advisor, Partner

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Professional portrait of Seth Fulton

Seth Fulton

Lead Wealth Advisor, Partner

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Professional portrait of Ben Rasmussen

Benjamin Rasmussen

Wealth Advisor

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Professional portrait of Kimber Jackson

Kimber Jackson

Client Service Specialist

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Interested in a Career With Us?

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