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
Tom Koch, MBA Director, Global Capital
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
Jeffery Rumfield 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