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Our Team

Troy Patton
CPA/ABV
President, Founder

Kurtis Ternet
EA
Financial Advisor

Sara Norris
Senior Advisor Relationship Manager

Mason Heyde
Chief Operations Officer

Anna Schultheis
Director of Advisor Partnerships

John Rosebrough
CFA
Portfolio Manager

Jack Hensley
Valuation and Compliance Assistant

Kim Patton
CPA
Internal Audit - Compliance

Patrick Joss
Financial Advisor

Megan Dobson
Advisor Relationship Manager

Hannah Hemmerlein
Director of Brand & Design

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