WHO WE ARE
Every advisory firm describes itself the same way. But their clients wouldn’t. Here is what ours have to say.
A specialized approach
No advisor can be an expert in all things to all people. Our approach is to provide advice that is broad in scope and deep in how those topics are informed and impacted for professionals in the tech industry.
Get to know us
No one entrusts their most critical financial decisions to a company. They place that trust in a person. The videos below provide a window into who we are – and why that trust is so important to each of us.
Meet Our Team
The best advisors have walked in their clients’ shoes. Our background gives us that perspective.
Ryan Schmidt
Partner
Nate Blair
Partner
Diane Spath
Director of Operations
Simon Tryzna, CFA
Portfolio Manager
Kegan Johnson, CFA, EA
Advisor
Case Studies
Whether your question is about what to do tomorrow, in five years or in fifty, we can help you answer it in a data-driven, holistic manner.
Case studies are for illustrative purposes only and may not fit every individual's unique circumstance. These case studies are not intended to provide financial, legal or tax advice. Please consult with a tax, legal or financial professional for such advice.
Resources
Curated Insights for Tech Professionals
Big-tech vs. Start-ups
Creating a useful framework for what can seem like an incredibly daunting career-path decision.
Single-Stock Concentrations
How should you think about the trade-off between risk and return for these positions in the context of your larger net worth?
Options for Charitable Giving
Consider these approaches to make your charitable dollars go further and lower your tax bill in the process.
State of the US Consumer
Nate explores US consumer sentiment and reasons behind it.
Dividend Paying Tech Companies
Ryan examines the increased prevalence of tech firms paying dividends.
Childcare
Kegan discusses child care costs and parental leave policies.