Meet Our People

United around a commitment to serving our clients by deploying our deep expertise and perspectives.

You'll be in good company.

Our team has been recognized in leading industry publications including Fortune, Wall Street Journal, Texas Monthly, and Living Magazine.

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We are Data Scientists, CPAs, Investment Advisors, & Consultants passionate about applying analytics to solve problems. We believe that if you put the customer at the heart of your business, great outcomes will follow.  



Are you passionate
about client service?

“Being client service oriented is the core trait we look for on our team. We always put our customer first, and want our team members to share this perspective."