Our Team

Barry Rhonemus

Barry Rhonemus

Managing Partner, Founder

Barry has over 20 years of experience serving the needs of ultra-high net worth clients, family offices, foundations and corporate entities.

Brad Haines, CFA, FRM

Brad Haines, CFA, FRM

Chief Investment Officer

Brad has over 20 years of experience and perspective managing investment portfolios for high net worth and institutional clients.

Jack Barker, JD, CPA, CTFA

Jack Barker, JD, CPA, CTFA

Chief Fiduciary Officer

Jack has over 20 years of tax and wealth planning, and trust administration experience, working with high-net-worth clients and institutions.

Wanda Stapley

Wanda Stapley

Senior Client Manager

Wanda Stapley has over 23 years of financial services experience. She has served in a variety of customer service, trading, and managerial operational roles.

Connor Smith

Connor Smith

Senior Wealth Advisor

Working in the finance industry since 2014, Connor focuses on retirement, estate, and tax planning strategies for individual and corporate clients.

Tyler Karl

Tyler Karl

Assistant Portfolio Manager

Tyler has been working in the finance industry since 2015. He began his career fresh out of college with Charles Schwab trading equities and options for retail clients.