About Us
We help people become the greatest version of themselves.
Our Story
Founded in 2008.
We do what people think financial advisors do.
We bring it all together under one roof — active investment management, tax and accounting, comprehensive planning, and more. Our clients come to free up their headspace, focus on what matters most, and become the greatest version of themselves.
We invest in our people the same way we do our clients. When high achievers are supported to become the best version of themselves, everyone wins.
CEO | Founder
Eric B. Waggoner
CFA®, CFP®, CLU®, ChFC®, AEP®
President
Kiley Eory
CFP®, ChFC®, EA
Vice President
Ankit Jalan
MBA, CFP®
Director of Investments & Technology
Shanzer Khan
CFA®
Director of Advisory Services
Jordan Bowman
Director of Tax & Accounting
Josh Jackson
CPA®
Director of Marketing
Claudia Lim
MS
Wealth Management Associate
Tobin Zeluff
Marketing Specialist
Ananditha Srinagesh
Tax Associate
Aditi Yadav
Executive Assistant
Mya Grant
Executive Assistant
Camryn Berkshire
Paraplanner
Mason Smith
Paraplanner
Brian Breslin
Software Engineer
Wyat Soule
Software Engineer
Chad Hildwein
Marketing Intern
Anh Dong
Quant Intern
Akram Djomehri
Software Engineer
Vadim Sevriuk
Investment Research Staff
Ben Geyer
Tax Associate
Allisandra Mckague
Summer 2026
