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
Q. Wade Billings
Experienced Technology Leader
Executive & Entrepreneur
Barbara Young
Consultant and Advisory Board Member
Cresset
Debra Nesselson
Rabbi
Amichai, LLC
Steve Martino
Retired - SVP, Chief Information Security Officer
Cisco
Christopher Gay, MD
Family Physician
Evolutionary Healthcare
Paul Hinds
Former Sr. Managing Director of Cybersecurity
PwC
Jonathan Ruga
CEO
Sentry Financial
Jill Shipley
Managing Director and Head of Governance and Education
