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

Madeline Arment

Director

Cory Gossard

Director

Chris Jones

Director

Brian MacKenzie

Director

Marcie McVeigh

Director

Tom Merrill

Director

Stephanie Minson

Director

Peter Sattelmair

Director

Jake Sundling

Director

Alex Woodcock

Director

Alex Dimopoulos

Associate Director

Vinolia Anderson

Associate Director

Scott Brown

Associate Director

Gary Casso

Associate

Justin Fullom

Associate

Katie Dolan

Associate

Ashley Jacobs

Associate

Beth Lett

Associate

Thomas Wallace

Associate

Collin Whitten

Associate

Jessica Winternheimer

Associate

Julia Seldin

Chief of Staff