Finance made better by our experienced team.
Meet Our Team
Our team brings over 25 years of industry expertise in driving our investment approach, portfolio construction, and allocation advice. The committee ensures our investments are best in class, combining substantiated research with the most effective investing tools.
Brian Wittman, AAMS®, CES™
Managing Principal
Chief Investment & Trust Officer
Ricardo Cabrera
Managing Director
Beth Boyd
Director of Operations
Christine Scott
Client Services Representative
Christopher Hori
Senior Financial Analyst
Candace Meyers
Administrative Assistant – Anthem Branch
