Wealth Advisory Services
Our Team
Our experienced team delivers independent and objective advice based on Nobel Prize-winning financial economic research. We work on the behalf of our clients and make decisions based on their needs, not on incentives to favor a particular strategy, asset class, fund manager or service provider. We focus on what has been proven, over time, to produce results.
Gina Aldaz
Managing Director, Client Development
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Bert Butkus
Wealth Management Advisor
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Sarah Crowe
Senior Advisor
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Ricquita Edwards
Operations Manager
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Brent Everett
Chief Investment Officer
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Heath Flock
Chief Operating Officer
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William Flock
Investment Analyst
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Bryce Gray
Senior M&A Advisor, Senior Business Strategist
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Stephen T. Hart
Senior Wealth Advisor, Director of Financial Planning
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Bob Lamse
President, Wealth Advisory
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David Richards
Senior Advisor
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Landry Thompson
Financial Planning Analyst
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