Our Team

Wealth Management

Austin Frye headshot

Austin A. Frye
JD, MBA, CFP®
Founder and CEO

Alex Holguin headshot

Alex Holguin
Wealth Management Service Associate, APMASM

Rich Gilbertson headshot

Rich Gilbertson
Wealth Management Service Associate

 

401(k) and Retirement Plan Administration

Robin Newman headshot

Robin Newman
Director of Pension Operations

Nadeen Lawrence headshot

Nadeen Lawrence
Retirement Plan Service
Administrator

 

Client Support

Ana Ortiz headshot

Ana Ortiz
Executive Assistant

Jenny Freeman headshot

Jenny Freeman
Administrative Assistant

 

Marketing

Tanya Bhatt​ headshot

Tanya Bhatt​
Director of Branding