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

Jessica Evans

Chief Operating Officer, Chief Compliance Officer

David Carter, CFA®

Chief Investment Officer

Adam Kohler, CFP®, BFA

Director of Financial Planning

Anamika Madan, CFP®

Financial Planning Specialist

Nejad Abo-Hamzy, CFP®

Financial Planner

Amy Vasili

Paraplanner

Danielle Moss

Operations Manager

Jami Regan

Administrative Assistant

Jack Stankoven, CIMA®

Portfolio Manager

Grant Christensen

Assistant Portfolio Manager

Ryan Boico

Assistant Portfolio Manager