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 Profile Photo: B&W photo

Gina Aldaz

Managing Director, Client Development

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Bert Butkus

Wealth Management Advisor

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Sarah Crowe Profile Photo: B&W photo

Sarah Crowe

Senior Advisor

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Ricquita Edwards Profile Photo: B&W photo

Ricquita Edwards

Operations Manager

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Brent Everett

Chief Investment Officer

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Heath Flock Profile Photo: B&W photo

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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