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Our Team

James E. Bashaw

James E. Bashaw

Founder and Chief Executive Officer

Alex Creede, CFA

Alex Creede, CFA

Chief Investment Officer and Financial Advisor

Travis Bashaw

Travis Bashaw

Financial Advisor

Andy Cashiola

Andy Cashiola

Financial Advisor

Matthew  Speed

Matthew Speed

Financial Advisor

Sharon Fields

Sharon Fields

Office Manager

Sharon Fields

Sharon Fields

Office Manager

Tiffany Onevathana

Tiffany Onevathana

Client Service Associate

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck