

Robert Scharar, JD, CPA, MBA Founder, President & Chief Executive Officer


Wes Yuhnke, MBA Chief Investment Officer


William LeVay, JD, CPA Chief Compliance Officer


Richard Moffett VP, Administration & Treasurer


Ryan Scharar, JD, CPA, MBA Director, Tax & Strategic Planning


Robert Burns, CPA Director, Tax & Financial Services


Christina Doherty, JD, CPA Wealth & Tax Advisor


Casey Kha, CFP® Financial Planner


Bethany Peterson, JD, LLM-Tax Tax Manager


Robert Lea Tax Manager


Geraldo Olivo, AAMS® Financial Planning Associate


Cindy Yac, MBA Financial Planning Associate


Derick Van Wyk Investment Associate


Crescentia Guobadia, JD, LLM-Tax Tax Associate


Althea Greenhouse Accounting Associate


Amsale Teferra Accounting Associate


Blqees Muhialdin Lead Administrator


Mara Miller Administrative Assistant


Savana Guerrero Administrative Assistant & Receptionist