Who We Are

asset management, financial advisor, operations

J.B. Blue

Founder, Managing Director

asset management, financial advisor, operations

Derek Mullins

Founder, Managing Director

Elizabeth Anth

Director

Cory Gossard

Director

Chris Jones

Director

Marcie McVeigh

Director

Tom Merrill

Director

Stephanie Minson

Director

Peter Sattelmair

Director

Vinolia Anderson

Associate

Scott Brown

Associate

Gary Casso

Associate

Justin Fullom

Associate

Beth Lett

Associate

Collin Whitten

Associate

Julia Seldin

Chief of Staff