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.