An Experienced Team
to Guide and Serve.

Robert W. Scharar
Founder, President and Chief Executive Officer

Wes Yuhnke
Chief Investment Officer

William LeVay
Chief Compliance Officer

Robert Burns, CPA
Tax and Financial Services Director

Jeff Manwaring, CFP
Financial Planner

Clayton Moyer, CFP
Financial Planner

Christina Doherty, CPA
Tax Advisor and Strategic Planner

Garrett Gish
Director, Global Capital

Tom Koch
Director, Global Capital

Carlos Mejia
Financial Planning Associate

Cindy Yac
Financial Planning Associate

Robert Lea
Tax Associate

Jeena Vaidyan
Investment Associate