Meet the Team

Our team of highly experienced professionals help you articulate and achieve your goals.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

(Clockwise from top) Rob Lutts, Founder and Managing Partner ; Greg Stevens, Managing Partner and Senior Wealth Manager; Sonia Ernst, Managing Partner and Operations & Trading Manager; and Jim Gasparello, Managing Partner and Director of Wealth Management.


Jim  Gasparello

Jim Gasparello

Managing Partner, Director of Wealth Management

Greg  Stevens, CFP®, CRPS

Greg Stevens, CFP®, CRPS

Managing Partner, Senior Wealth Advisor

Tyler  Swaim, ChFC®

Tyler Swaim, ChFC®

Senior Wealth Advisor

Steven  Davis, EA, MST

Steven Davis, EA, MST

Senior Tax Manager

Kelly Birchmore

Kelly Birchmore

Client Services Specialist


Robert Lutts

Robert Lutts

Managing Partner, Founder

Craig  Goryl, CFA

Craig Goryl, CFA

Partner, Chief Investment Officer

Taylor Haselgard

Taylor Haselgard

Assistant Portfolio Manager

Bo Tang, CFA

Bo Tang, CFA

Research Analyst


Sonia Ernst

Sonia Ernst

Managing Partner, Manager of Trading and Operations

Craig  Cooper

Craig Cooper

Trading and Operations Associate

Jill Alas

Jill Alas

Accounts Payable / Accounts Receivables Controller

Cathy  Kirby

Cathy Kirby

Marketing and Operations Associate