Our Team

Anne Goldberg

Head of Business Analysis

Bain Bronner

Head of Technical Analysis

Graham Blevins

Head of Front-End Development

James Spisak

VP of Independent Sales

Jessica Day, FPQPTM, CCM

Head of Client Services

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®


Tony Leal

Advisor, WealthTech
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