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Meet the team
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Partners
Senior Management
Wealth Managers
Josh Matthews, HBA
Co-Founder
Managing Partner
Senior Wealth Manager
James Sellon, CFA, CFP™
Co-Founder
Managing Partner
Senior Wealth Manager
Andrew Benson
Partner
Chief Technology Officer
Rory Dorman, ACA
Partner
Senior Wealth Manager
Henry Findlater
Partner
Senior Wealth Manager
Tor Flonaes
Partner
Senior Wealth Manager
Edward Howison
Partner
Senior Wealth Manager
Andrea Solana, CFP™
Partner
Head of Advanced Planning
Nick Tissot
Partner
Chief Operating Officer
