Our Team

The strength of the team is each individual member. The strength of each member is the team.
― Phil Jackson

One Team. One Approach.

Independent
Comprehensive
Boutique
Collaborative

John C. Farris

CAP®, CFS®, Partner

click to read
full bio

Philip Strunk

CFP®, CPA, Partner

click to read
full bio

Crystal Arredondo

MBA, CDFA®, CPFA, Partner

click to read
full bio

Karthik Muraliraj

Cfp®, ChFC®, CLU®, RMA®, Partner

click to read
full bio

Kim Tillinghast

CPFA™, Principal, Partner

click to read
full bio

Advisor Support

Heather Perdue

Senior Client Service Consultant