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

CFS®, Partner

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Raegan Arrington

CFP®, ChFC®, Partner

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Philip Strunk

CFP®, CPA, Partner

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Crystal Arredondo

MBA, CDFA®, Partner

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Karthik Muraliraj

ChFC®, CLU®, RMA®, Partner

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Vatsal Assar

CFP®, CPA, Partner

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Kim Tillinghast

Principal, Partner

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Jordan Moore

Financial Advisor

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Advisor Support

Heather Perdue

Senior Client Service Consultant

Christina Angelo

Client Service Consultant

Kathryn Cronin

Receptionist