Mark T. Hebner

Founder & CEO

Wealth Advisor

Mark T. Hebner

Wes Long

President

Wes Long

Cindy Mason

Chief Financial Officer

Cindy Mason

Anne Page

Director of Client Services

Anne Page

Michelle Ojeda

Co-Chief Compliance Officer

Michelle Ojeda

Trevor Kensey

Co-Chief Compliance Officer

Trevor Kensey

John Dahlin

Director of Tax

IFA Taxes, a division of Index Fund Advisors

John Dahlin

Kai Xiong

Senior Portfolio Manager

CFA Charterholder

Kai Xiong

Shareen Balkey

Director of Retirement Services

Shareen Balkey