Brett Anderson

Since 1992, Brett has advised families, business owners, and foundations regarding how to best manage their wealth and resources. Previously with...

Michael Stillman AIF

Director of Research, Lead Advisor
Michael has thirty years’ experience in wealth management and 401(k) retirement plan stewardship. He specializes in helping individuals preserve and...

Sheri Nelson

Director of Client Service
The “face and voice of International Research”, Sheri joined the firm in 2016 with the task of creating a higher brand of service-excellence for our...