Our Associates

• Jake Dawson

  Senior Partner, Investment Advisor

• Josh Stamm

  Senior Partner, Investment Advisor

• Branden Bosch

  Partner, Investment Advisor

• Mark Boccarossa

  Operations Associate

• Tanner Odle

  Director of Operations

• Jacob Zody

  Investment Analyst

• Dawn Stamm

  Operations Associate

• Renee St. Clair

  Client Relationship Mananger

• Laura Dawson

  CRM Assistant