online resources
Steven Harp
Founder & Chief Executive Officer
Jacob Ray
Partner, COO, & CCO
Bruce Larsen
Senior Wealth Advisor
Matt Selihar
Wealth Advisor
Emily Murtaugh
Director of Operations
Carter Hench
Director of Financial Planning
Matthew Conley
Operations Coordinator
Ian Snedden
Head of Tax & Accounting
Major
Chief Morale Officer
how we work
our fee structure
FAQ