Meet Our Team

Kristofer Gray

Principal & Founder

Deann Cross

Chief Operating Officer

Sarah Archer

Chief Investment Officer

Admand Wong

Financial Advisor

Julie Gray

VP of Client Relations

Jason McKinney

Financial Advisor

Andrew Mescon

Vice President, Strategy

Brandon Bush

Financial Advisor

Warren Langsford

Portfolio Technical Specialist

Adam Anschultz

Director of Business Development

Ryan Sapp

Client Service Specialist

Gabe Boruff

Financial Advisor

Taylor Snider

Financial Advisor

Jeremy Cumbee

Associate, Financial Advisor

Stella Tucker

Operations Manager