Our People
Rick Worley
Vice President, Senior Business Intelligence Analyst
Sarah Wotherspoon, MS, CFP®, CDFA®
Managing Director
Patrick Wren
Managing Director
Shawn Wyckoff
Senior Associate, Client Operations
Matthew Yakstis, CPA
Senior Vice President, Finance
Richard Yam, J.D.
Senior Vice President, Director of Wealth Strategy – Wealth & Tax Planning