Our Team

Anne Goldberg

Head of Business Analysis

Bain Bronner

Head of Technical Analysis

Graham Blevins

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James Spisak

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Jessica Day, FPQPTM, CCM

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Kelly Jordan

Head of Human Resources

Matt Thompson, CFP®

Head of Training

Matt Wilson

Head of Business Strategy

Steve Boyer

Chief Technology Officer

Harold Evensky, CFP®

Consultant

Tony Leal

Advisor, WealthTech
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