Management: A tireless innovator, a strategy virtuoso, three CPAs, a triathlete and more.

Rob Francais CPA
Chief Executive Officer, Partner

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Michael Kossman CPA
Chief Operating Officer and Chief Compliance Officer, Partner

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Tom Tracy MBA, CFA®, CFP®
Chief Client Officer, Partner

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Bret Magpiong MBA, CPA
Chief Practice Officer, Partner

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John Allen CFA®, CAIA
Chief Investment Officer, Partner

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Doug Hendrickson
Chief Financial Officer, Partner

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