Our Team

David P. Herrmann
CEO | Advisor Associate

Jason M. Cooke, CFP®
President | Advisor Associate

Kerry L. Davis, CFA, CFP®
Vice President | Advisor Associate

Travis McEuen, CFP®
Advisor Associate

Jane Lang, CFP®
Advisor Associate

Julie Valpoon
Operations Manager | Notary

Nancy Silva
Client Service Associate

Janet Christiansen
Administrative Assistant

Roy Huang
Investment & Compliance Analyst

Sophie-Anne Haberbusch
Portfolio Accountant & Trade Operations Lead