Our Team
Eric Burnette, CFP®
President and CEO
Colleen Carey
Client Service Advisor
Jerry Doyle
Tax Accountant
Josh Gregg, CPA
Tax Partner
Stephen Haupt
Tax Partner
Karen Holt
Wealth Advisor
Lauren McCorquodale
Accounting Manager
Alison Paris
Tax Coordinator
Clint Teague
Compliance Officer
Lisa Perkins
VP of Operations
Michael Simpson
Bookkeeper
Shirley Sanford
Administrative Assistant
Desiree Yeo
Tax Administrator
Tage Kelkar
Tax Accountant
Institutional Fixed Income
Fabian Gomez
Fixed Income Trading Assistant
Minho Jang
Head of Credit Research & Senior Portfolio Manager
Ed Kim
Chief Investment Officer, Institutional Fixed Income
Cameron Parkhurst
Head of Institutional Relationships Fixed Income