Team

Dr. Kristofer Gray CFP®

Founder & Principal

Deann Cross

Managing Director

Brandon Bush, CFP®

Managing Director

Gabe Boruff

Managing Director

Michael Sanchez

Director of Operations & Deputy Chief Compliance Officer

Warren Langsford

Director of Trading

Loren Wengerd

Family Office Advisor

Admand Wong

Financial Advisor

Jason McKinney

Financial Advisor

Lowell McCarthy

Associate, Financial Advisor

Stella Tucker

Paraplanner

Ryan Sapp

Paraplanner

Theodore Steelman, CFP®, CRPC™

Paraplanner

Alexander Whitney

Paraplanner

Corey Zinicola

Associate, Client Services

Brandi Haker

Associate, Client Services

Andrew Simmons

Associate, Client Services