Meet Our Team
Innovation and excellence guide our team every day. We combine experience, creativity, and discipline to deliver strategies and a client experience that stands apart.
CEO | Founder
Eric B. Waggoner
CFA®, CFP®, CLU®, ChFC®, AEP®
President
Kiley Eory
CFP®, ChFC®, EA
Director of Investments & Planning
Ankit Jalan
MBA, CFP®
Junior Portfolio Manager
Shanzer Khan
CFA®
Account Executive
Jordan Bowman
Director of Tax & Accounting
Josh Jackson
CPA®
Director of Marketing
Claudia Lim
Investment Research Analyst
Justin Chen
Wealth Management Associate
Tobin Zeluff
Marketing Specialist
Ananditha Srinagesh
Tax Associate
Aditi Yadav
Executive Assistant
Mya Grant
Paraplanner
Brian Breslin
Software Engineer
Wyat Soule
Software Engineer
Chad Hildwein
Marketing Intern
Anh Dong
Software Engineer Intern
Akram Djomehri
Software Engineer Intern