The Team
Our People
Seven professionals united by a single commitment: putting your interests first, always.
C(k)P®, CPFA® — President
Joshua E. Stroud
Serving clients in financial services since 2000. As a CPFA and AIF®, Joshua maintains a fiduciary standard of care — putting clients’ interests above his own. He leads the firm with a commitment to logic-driven wealth management and deep personal relationships.
Thomas Rozman
CFA®, CAIA® — Chief Investment Officer
MBA from University of Chicago. Previously led Sawtooth Solutions and Merrill Lynch Institutional Sales. Thomas brings institutional-grade investment acumen to every client portfolio.
Ron Nalven
CFP® — 401k & Benefits
Leads the employee benefits division covering group health, dental, life, disability, 401(k), and pension plans. Ron’s comprehensive approach ensures organizations and their employees are fully protected.
Tamara K. Reeves
Chief Compliance Officer
Ensures adherence to regulations and ethical standards, fostering integrity and accountability across all firm operations. Tamara is the guardian of our fiduciary commitment.
Bill Wilson
Risk Mitigation Specialist
43 years in financial services. Expert in stress-testing portfolios for desired gains, liquidity, and protection. Bill’s deep experience provides an unmatched perspective on market risk.
Walt Gynn
Asset Protection Liaison
MBA in Marketing & Economics. 30 years applying strategy and risk management to multi-billion dollar portfolios. Walt bridges institutional strategy with personal wealth protection.
Rusty Vanneman
CIO — Orion Portfolio Solutions
Leads Orion’s Portfolio Management. Previously CIO at Kobren Insight Management and Senior Analyst at Fidelity. Rusty brings world-class portfolio construction expertise to our practice.
50+
Years Combined Experience
7
Dedicated Professionals
SEC
Registered & Regulated
AIF
Accredited Fiduciaries
Work With Our Team
Our people are our greatest asset. Get to know us by scheduling a complimentary initial consultation.
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