Serving Excellence Through Teamwork

Meet the passionate and dedicated individuals who form the foundation of our organization, bringing together years of experience, diverse skills, and a shared commitment to delivering excellence in everything we do, driven by purpose.

Leadership

Joe Maas

CFA, CFP, CLU, ChFC, MSFS, CCIM, CVA, ABAR, CM&AA

Founder/Chief Investment Officer

Todd Jessup

CFA, CFP

President/Chief Compliance Officer

Investment

Tim Nyland

CFA

Co-Chief Investment Officer

Frank Roman

Chief Technology Officer, Trading Manager, Portfolio Manager

Alex Kopel

CFA

Portfolio Manager

Van Nguyen

CFA

Senior Investment Associate

Alexander Wheatley

Investment and Trading Associate

Kellie Chandler

CFA

Investment Associate

Joe Phillips

Investment Advisor Representative

Kevin Williams

Investment Advisor Representative

Business Development

Jason Zalarick

Vice President of Advisor Services

Julia Bauman

Marketing Coordinator

Operations

Mary Kate Robertson

Director of Operations

Susan Katris

Sr. Operations Associate

Cassidy Huckabay

Operations Associate

Let’s Talk

PHONE

OFFICE

13215 SE Mill Plain Blvd
Suite C8-321
Vancouver, WA 98684

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