Our People

Ensures adherence to regulations and ethical standards, fostering integrity and accountability across all firm operations. Tamara is the guardian of our fiduciary commitment.

Principal with 20+ years in financial services. Holds the C(k)P® from UCLA Anderson School of Business and the Certified Plan Fiduciary Advisor (CPFA) credential from the National Association of Plan Advisors. Joshua has studied at UC Berkeley, Boston College, and Oregon State University, and holds a B.S. in Business and Organizational Management from Morris Brown College. He currently serves as a virtual Business Manager and CFO, delivering proactive tax strategy, business and wealth management, and insurance solutions to his partners and clients.

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.

William “Bill” Wilson brings 44 years of experience in the financial services industry and serves as President and CEO of Wilson Financial Group, Inc. He is also an IAR Solicitor with a business relationship with Reign Wealth LLC, a registered investment advisory firm based in Eugene, Oregon.

Bill takes a personalized, strategic approach to wealth management, helping individuals and families align their financial resources with their long-term goals. His philosophy centers on thoughtful planning, fiduciary transparency, and ongoing guidance designed to help clients navigate market uncertainty and pursue financial confidence.

With more than four decades of experience, Bill remains committed to delivering sophisticated, client-focused strategies tailored to each client’s unique financial objectives.

Andiel Brown serves as a Jr. Advisor, licensed insurance professional, and Paraplanner, bringing strategic insight and analytical expertise to the advisory team. He supports the development and implementation of comprehensive client strategies, specializing in insurance solutions, financial planning, and plan analysis.

John McHugh is the President and Chief Investment Officer of WealthTrust Asset Management, LLC, his own Registered Investment Advisory firm. There he uses a quantitative approach to manage discretionary portfolios, including the WealthTrust DBS Portfolios, for individuals, foundations, hospitals, pension plans and other institutions. He has more than 25 years of experience helping investors, and he builds portfolios for every level of risk tolerance with a disciplined focus on picking stocks. He earned a B.S. in business from the University of Missouri in 1973 and passed all four parts of the CPA exam on his first try while at Monsanto, where he became Director of Financial Reporting. He then worked as an advisor at Merrill Lynch, Oppenheimer (where he started managing portfolios on a discretionary basis and finished DePaul University's portfolio management program) and Prudential Securities/Wells Fargo Advisors before starting his own firm.