Our Team

Bob Curtis

Chief Executive Officer

Tony Leal

Co-CEO / Chief Technology Officer

Jaime Proctor

Chief Operating Officer

Kevin Hughes

Chief Growth Officer

Matt Trout

Chief Financial Officer

James Spisak

VP of Independent Sales

Matt Thompson, CFP®

Head of Training

Jessica Day, FPQPTM, CCM

Head of Client Services

Tyler Clark, CFP®

Head of Client Success


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