Bill Jameson, CFP® Chairman, Partner
Jared Jameson, CFP® CEO, Partner
Jonathan Chapman, CFP®, CExP™ Partner
Brandon Arns, CFP®, CAIA, CFA® PORTFOLIO MANAGER
Mateo Salmeron Associate WEALTH ADVISOR
Alisha Weaver, CPA Head trader
Ashley Cornner-Patel CLIENT SERVICES MANAGER
Alyson Alaniz OFFICE ASSISTANT