Executive Team
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Pete Covino, AWMA®
Founder, Managing Partner & Co-CEO
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Paul Hickey
Co-CEO
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Andy Rad
CIO & Managing Partner
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Justin Martin, MBA
Managing Partner | Senior Wealth Advisor
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Jeff West, J.D.
Chief Compliance Officer
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Tami Wheeler
Director of HR & Exec. Asst.
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Scott Escujuri, J.D.
Senior Wealth Advisor
Advisor Team
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Sam Allman
Wealth Advisor
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Kyler Burke
Wealth Advisor
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Dave Condensa
Senior Wealth Advisor
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Brian Crane
Wealth Advisor
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Lydon Crane, CPA
Wealth Advisor
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Jacob Davelaar AWMA®
Wealth Advisor
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Miguel Delgado, CFP®
Senior Wealth Advisor | Head of Financial Planning
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Ian Dunlap, CPA, CFP®
Wealth Advisor
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Joseph Fisher
Wealth Advisor
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Acen Hansen
Wealth Advisor
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Anthony Huber, CFP®
Wealth Advisor
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Bobby Kooros, CLU®, ChFC®
Wealth Advisor
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John Lane, MBA, CFP®
Senior Wealth Advisor
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William Larsen, III
Wealth Advisor
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Edward Malekan, CFF®
Wealth Advisor
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Justin Maxwell
Wealth Advisor
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Ariel Moyano, MBA, CFP®
Wealth Advisor
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Rob Oakes, CPA
Wealth Advisor
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Anthony Perez, CFP®
Wealth Advisor
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Nick Pond
Wealth Advisor
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Kristina Sabbatini
Senior Wealth Advisor
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Benjamin Schamber
Wealth Advisor
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Carson Skaggs
Wealth Advisor
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Razell Smart
Wealth Advisor
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Patrick Smith
Wealth Advisor
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Lincoln West
Wealth Advisor
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Shawn Wheeler CBDA
Associate Advisor
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Scott Wilson
Sr. Wealth Advisor
Operations, Tax, & Administrative Team
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Jerri Beeman
Compliance Assistant
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Jennifer Conner
Operations Support
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Kara Covino
Tax Assistant
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Amanda Frickey
Operations Support
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Anne Garabedian
CPA
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Sarah Hodges
Senior Client Relationship Manager
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Caleb Howard
Senior Portfolio Manager
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Riley Johnston
VP of Business Development
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Bridget Lee, MPA
Marketing Director
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Kelton Marroquin
Advisor Assistant
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Julie Marshall
Operations Support
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Taylor Martin
Director of Operations
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Sean Martin
Billing Specialist
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Jessica Metsger
Operations Support
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Kelli Wilson
Client Services