Our Team

Thomas J. Sherwood MBA, CFP®

Managing Partner & CCO

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Kevin W. Chambers MBA

Managing Partner & President

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Janet Sasaki

Advisor & Operations Manager

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Matt Dressel

Advisor & Portfolio Manager

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Jess Couser

Advisor & Marketing Manager

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Rachelle Silis

Portfolio Trading Analyst

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Scott W. Chambers Ph.D.

Founding Partner

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