Expertise that is driven by passion

We are an independent multi-family office, designed to serve an exclusive number of families. As a result, we are able to consistently deliver the highest levels of Investment Management and Family Office Services. Our team enables you to “Live Your Life Worth” – giving you the freedom to grow personally, give impactfully and pursue your dreams fully. 

Timothy Kadlec

Chief Investment Officer

Cindy Eaton

Head of Family Office Services

Gregory Roll

Chief Strategy Officer

Tammy Fleming

Relationship Manager

Steve Musser

Portfolio Manager

Bobbie Areges

Senior Account Specialist

Carly Zuendel

Administrative Manager