Executive Team

Scott Winters
Chief Executive Officer

Jennifer Winters
Chief Operating Officer

Dr. William R. Nelson, Ph.D.
Chief Investment Officer

Mark Williams
Chief Revenue Officer

Dave O’Rourke
Chief Evangelist

Edward Lyon, J.D. 
Chief Tax Strategist

Jill Henderson
EVP of Client Success

Ashley Baucum
VP of Compliance

Your Objectives, Your Goals, Your Plan

We believe that only our Family Office model provides all of these valuable benefits. Our model stands in sharp contrast with the conflict-ridden, costly and confusing universe of competing claims that describe so much of the financial services industry.

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