Meet the team
Charles Culver
CFP®, RICP®, CPWA®, EA
Director of Financial Planning
Owner & Co-Founder
With 15 years of institutional consulting experience, Charles combines his passion for technology and investing to deliver tax-focused retirement strategies.
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Arthur Grizzle
CFA®
Director of Investments
Owner & Co-Founder
After a decade managing investments for billion-dollar institutions, Artie brings that same level of care and attention to families in our community.
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Sheridan Culver
M.Ed
Client Experience
Product & UX Designer
With 20+ years experience in customer service, education, and UX design, Sheridan ensures every client touchpoint is intuitive and accessible.
Read Full Bio →
Charles Culver
CFP®, RICP®, CPWA®, EA
Director of Financial Planning
Owner & Co-Founder
With 15 years of institutional consulting experience, Charles combines his passion for technology and investing to deliver tax-focused retirement strategies.
Read Full Bio →
Arthur Grizzle
CFA®
Director of Investments
Owner & Co-Founder
After a decade managing investments for billion-dollar institutions, Artie brings that same level of care and attention to families in our community.
Read Full Bio →
Sheridan Culver
M.Ed
Client Experience
Product & UX Designer
With 20+ years experience in customer service, education, and UX design, Sheridan ensures every client touchpoint is intuitive and accessible.
Read Full Bio →