Meet The Team

You can count on us to be responsive, readily accessible, and dedicated to your success. Learn more about our team members and their areas of expertise.

James J. Burns, CFP®

CEO/President, CFP Board Ambassador

Steven Mula, CFA®

Chief Investment Officer

Jessica Evans

Client Services Manager, Chief Compliance Officer

Adam Kohler, CFP®

Director of Financial Planning

Anamika Madan, CFP®

Financial Planning Specialist

Nejad Abo-Hamzy, CFP®

Financial Planner

Amy Vasili


Danielle Moss

Client Service Associate

Jami Regan

Administrative Assistant

Jack Stankoven, CIMA®

Portfolio Manager

Grant Christensen

Assistant Portfolio Manager