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Meet Our Team

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Kristofer Gray

Principal & Founder
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Deann Cross

Chief Operating Officer
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Sarah Archer

Chief Investment Officer
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Admand Wong

Financial Advisor
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Julie Gray

VP of Client Relations
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Jason McKinney

Financial Advisor
Brandon Bush

Brandon Bush

Financial Advisor
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Warren Langsford

Portfolio Technical Specialist
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Adam Anschultz

Director of Business Development
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Ryan Sapp

Client Service Specialist
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Gabe Boruff

Financial Advisor
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Taylor Snider

Financial Advisor
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Jeremy Cumbee

Associate, Financial Advisor
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Stella Tucker

Operations Manager
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Loren Wengerd

Financial Advisor