Our Team
We’re a team of strategists, former financial advisors, fintech geeks, and storytellers who ask tough questions to solve complex problems. What do we all have in common? Curiosity and determination to get us to our shared goal: making a positive impact on the financial lives of people around the world. Oh, and a shared love of poké bowls.
H. Adam Holt, CFP®, ChFC®
CEO and Founder
Professional Doodler
Tony Demark
Chief Technology Officer
Head Brewmaster
Thomas Bryan, JD
President
Devoted Dog Dad
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