SERVICES & SOLUTIONSOUR TEAMCONTACT USCLIENT LOGINRESOURCESNEWSHOME

Investment Committee

The Investment Committee is a dedicated group of professionals who continually work together to monitor and adjust our recommendations to clients' and the firm's overall investment philosophy. They are led by Darin Richards--Principal and Chief Investment Officer--and meet regularly to stay on top of the financial markets and world events that influence our clients' investments.
 
Scott Barchus, CPA
Principal

 
 
Darin Richards, CFA
Principal, CIO

 
 
Toby Daniels
Principal

 
 
Julie Robinson
Analyst

 
 
Doug Davison, CPA
Principal



Charlie Zieky, CPA, PFS
Principal



Carl Pinkard, CFP
Financial Planner




| Our Team | | Investment Committee | | Personal Financial Planning Team | | 401(k) Plan Team | | Business Transitions Team |
CPAs | Wealth Advisors | Retirement Plan Services | Benefit Advisors | International Services