A Team Approach to Meeting Your Goals.

Driven By Values.

Since our founding in 2000, we have managed QA with a commitment to serve the best interests of our clients first. We’re a values-based fiduciary and don’t work on commission, compelled by a perspective that the best businesses focus on treating others the way they want to be treated. This guiding principle is the basis for our firm’s core values which inform how we run our business, treat our team and, most importantly, how we serve our clients.


The best leaders focus on serving others, not themselves.


Our business was built to take care of other people.


QA employees are given permission, and expected, to do the right thing.


Using our time, skills and resources to benefit others.


Striving to improve and meet the changing needs of our clients.


Engaged in what we can best do to serve our clients.


Purposeful use of our abilities to serve clients and each other.

Our Team.

At QA, we are very particular about who is on our team.  We’ve assembled a seasoned and dedicated staff to work hard for you and help you reach your goals.

TJ Bernard
Associate Wealth Management Advisor

Kurt Brandt
Chief Financial Officer

Jack Ecker
Wealth Management Advisor

James Ferrin, CFA
Chief Investment Officer

Shelley Hall
Manager of Client Services

Allie Heckathorn
Client Services Specialist

Jacob Herd, CFP®
Associate Wealth Management Advisor

Katie Johnson, J.D., CFP®
Managing Director

Maddie Johnson
Client Services Specialist

Tad Kastman, CFP®
Wealth Management Advisor

Josiah Larson
Wealth Management Advisor

Kevin Lawson, CFP®
Managing Director

Heather Magnison
Portfolio Operations Analyst

Kyle Olson, CFP®
Managing Director

Christian Ray, CFP®
Wealth Management Advisor & Director of Client Engagement

Pat Rosvold
Wealth Management Advisor

David Slegh, CFA
Director of Research, Portfolio Manager

Mark Sullivan
Manager of Operations & Compliance

Graham van der Leeuw
Chief Operating Officer, Chief Compliance Officer and General Counsel

Dan Westin
Chief Executive Officer

John Wing

Michael Wulff
Associate Wealth Management Advisor

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