MEET OUR PEOPLE

Owen J. Fisher, CFP®
CEO / Managing Partner
Ryan P. Halliday, MSF
President / Partner
Adam C. Fisher
Vice President / Partner
R. Matthew Tullis, CFA®
Chief Investment Officer
Jessica E. Hogan
Operations Manager

K. Beau Ogzewalla
Private Wealth Advisor
Dustin C. Thackeray
Director of Investments

Tiffany R. Gunderson
Customer Service Representative
Trevor B. Eldredge, MBA, JD
Chief Legal Officer