Who We Are

asset management, financial advisor, operations

J.B. Blue

Founder, Managing Director

asset management, financial advisor, operations

Derek Mullins

Founder, Managing Director

Sheevani Blaes

Compliance Counsel

Chris Jones

Director

Cory Gossard

Director

Marcie McVeigh

Director

Tom Merrill

Director

Stephanie Minson

Director

Xavier Chavez

Associate Director

Scott Brown

Associate

Vinolia Anderson

Associate

Beth Lett

Associate

Julia Seldin

Chief of Staff