Call Us Today! (702) 588-4727

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.

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Brian Wittman, AAMS®, CES™

Managing Principal
Chief Investment & Trust Officer
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Ricardo Cabera

Managing Director
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Christine Scott

Client Services Representative
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Karyn Smith

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Christopher Hori

Senior Financial Analyst
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Call us at 702-588-4727 or send an inquiry and we will respond within 24 hours.

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