We have made strategic decisions to form partnerships with professional teams that add efficiency and reinforce our commitment to you.


sherine chan

Sherine Chan

Chief Operating Officer

eric hanslits

Eric Hanslits

Service Team Manager

Investment Management

ryan long

Ryan Long, CFA®

Director of Investments

matt fleming

Matt Fleming

Director of Portfolio Data

michael whisenhut

Mike Whisenhunt

Senior Trading Manager

Focus Point Solutions is our back office team that provides daily support to our staff through:

• Administrative and account service activities

• Technology coordination

• Investment research

• Trading activity

(FPS employees are not employed nor affiliated with our advisory firm)