The Human Factor

Because one-size does not fit all, at WealthFactor you get a team based on your personalized needs.

Peter Buss, CPA

Chief Executive Officer

Bill Woodruff, CAIA

Chief Investment Officer

Brie Valant

Senior Wealth Planner

Scott Cripps, JD

Head of Estate Planning

Ryan Baer

Head of Business Development

Alex Poe, CPA

Senior Wealth Planner

Mike Parrot, CFP

Senior Wealth Planner

Chris Powers

Chief Compliance Officer (Farther)

We are hiring!

Schwab custodial and investment technology.

Frequent Terms

WealthFactor, LLC has withdrawn its registration as an investment advisor and does not currently offer any investment advisory services. All information is being shared for educational purposes only and should not be construed as an offer to buy or sell any security or service of any kind. Please consult with the proper professional services provider prior to acting on any information contained within this site.