Your Advisory Team

We put our team of financial and tax advisors to work for you, so you can make the smartest decisions for your unique life stage, circumstances and priorities.

Lisa Zullo

Chief Operating Officer, Wealth Advisor

A wealth advisor and key member of our leadership team, Lisa manages our office and drives us toward excellence and efficiency.


Aaron Taylor, EA

Senior Accountant

Aaron helps break down complex tax strategies into straightforward terms. He cares about helping clients succeed, not just in their finances, but in life overall.


Dave McDougall, CFP®

Senior Wealth Advisor

Dave is a natural educator, explaining the timeliness and value of our financial planning principles to clients at every life stage.


Jason Deshayes, CPA/PFS, CFP®

Director of Tax Planning

As a previous partner of a boutique accounting firm, Jason helps clients with tax strategy and… well, a little of everything.


Derek Williams, CFP®

Wealth Advisor

Derek is an expert in retirement and income planning, as well as investment strategy.


Jon Cook, CPA, CFP®

Founding Partner

Our resident finance and tax genius, Jon helps clients navigate complex finances, like restricted stock transactions, estate issues, wealth preservation, and personal/corporate income tax.


Robby Scholes, CFP®

Wealth Advisor

Robby understands the intricacies of the capital markets and helps clients make smart investment decisions.


Mike Holloway, CFP®

Wealth Advisor

Mike’s experience in finance and banking give him an extra edge when it comes to trading, compliance supervision and business consulting.


Zach Carver, CPA

Senior Accountant

Zach helps clients pursue their goals by providing tax advice and tax preparation.


Brian Cook, CFP®

Managing Partner

With over 30 years’ experience, Brian is our visionary—encouraging each client and team member to set meaningful goals and to enjoy pursuing them.


Service Team

From answering your calls to adding a new account to processing your taxes, our service team is here to make your life easier.

Whitney Stewart

Client Services Associate

Whitney helps with moving money and processing forms, applying her experience in nonprofit and finance to help us improve our processes.

Kimberly Hoffman

Director, Compliance and Client Services

Kimberly provides operational guidance for client account activities and manages our compliance with SEC regulations.

Joey Costa

VP of Development & Technology

Joey oversees business development and tech operations. He is a forward-thinking leader and committed problem solver.

Jenny Palmer

Client Services Associate

A former relationship banker, Jenny helps with moving money, processing forms, online access, account changes and more.

Sophie Howell

Director, Communications

Sophie oversees general client communications and external marketing efforts. She pushes us to make our communications clear and helpful.