Kevin Painter, Managing Partner
Kevin maintains the Firm's asset allocation models. He provides clients with the statistical analysis that is essential to building an effective portfolio.

Donna Bowman, Registered Assistant
Donna manages the office and reception area. She has 15 years of experience as an investment sales assistant.

Hoy Grimm, Managing Partner
Hoy is responsible for individual security selection for the firm's discretionary clients. He updates clients on current market opportunities.