Our Team

Tony Leal


Joe Miller, CFP®, CPWA®

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

Bob Curtis


Harold Evensky, CFP®

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