A team approach to meeting your goals

FIRM OVERVIEW
Aligned with you
Fee-only advice from an experienced team is the centerpiece to ensuring your best interests come first and to helping you achieve financial well-being. We’ve been doing so since 2000 and counsel hundreds of clients across the country.
Wealth Management Team
Investment Management Team

James Ferrin, CFA
Chief Investment Officer

David Slegh, CFA, CAIA
Portfolio Manager

TJ Sigstad, CMT
Manager of Trading and Portfolio Operations
Executive Team

John Wing
Chief Executive Officer

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

James Ferrin, CFA
Chief Investment Officer
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The ChFC® and CASL® marks are the property of The American College, which reserves sole rights to their use, and are used by permission.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
CAIA® is a registered certification mark owned and administrated by the Chartered Alternative Investment Analyst Association.
CMT® and Chartered Market Technician® are registered trademarks owned by the CMT Association.
Driven By Values
Since our founding, we have managed QA to serve the best interests of our clients first, 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.

Servant Leadership – the best leaders focus on serving others, not themselves.

Relationship Centered – Our business was built to take care of other people.

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

Generously Motivated – Using our time, skills and resources to benefit others.

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

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

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