Meet Our Team

 
  • Andrew Tupler
    CFP®, MBA

    CERTIFIED FINANCIAL PLANNER™

  • Josh Murray
    CFP®

    CERTIFIED FINANCIAL PLANNER™

  • Keith Sprauer
    MBA, MS

    Chief Investment Officer

  • David Vickroy

    Financial Paraplanner

  • Susan Dempsey
    MS

    Client Relations Specialist

  • Natalie Verdeflor
    MBA

    Client Relations Specialist