Our Team

Our entire team is on a mission to add a deeply personal dimension to your personal financial planning. We want to champion your dreams — and open new possibilities for your life.

  • Kurt Box, CFP®

    PARTNER | FINANCIAL ADVISOR

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  • Cole Campbell, CFP®

    PARTNER | FINANCIAL ADVISOR

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  • Chuck Bates, CCFC

    FINANCIAL ADVISOR

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  • Anna Banks

    DIRECTOR OF OPERATIONS & CCO

  • Ligia Grijalva

    CLIENT SERVICES

  • Steve Martinez

    CLIENT SERVICES