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Our Team

Bringing over 25 years of experience to manage your wealth with key insight

Our Team

David Herrmann
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David P. Herrmann
CEO | Advisor Associate
Jason Cooke
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Jason M. Cooke, CFP®
President | Advisor Associate
Kerry Davis
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Kerry L. Davis, CFA, CFP®
Vice President | Advisor Associate
Travis McEuen
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Travis McEuen, CFP®
Advisor Associate
Jane Lang
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Jane Lang, CFP®
Advisor Associate
Julie Headshot 2022 web
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Julie Valpoon
Operations Manager | Notary
Nancy 2022 Photo
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Nancy Silva
Client Service Associate
Janet Christiansen
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Janet Christiansen
Administrative Assistant
Roy Huang
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Roy Huang
Investment & Compliance Analyst
Sophie Ann
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Sophie-Anne Haberbusch
Portfolio Accountant & Trade Operations Lead