We are fortunate to call these individuals close advisors. In addition to our Founders' expertise, our advisors' collective knowledge and perspective are woven into everything we do, directly benefiting you, our clients.
Brad Fisher
Executive & Family Business Expert
Entrepreneur
Barbara Young
Consultant and Advisory Board Member
Cresset
Q. Wade Billings
Experienced Technology Leader
Executive & Entrepreneur
Jill Shipley
Managing Director and Head of Governance and Education
