Meet Our Team
Our exceptional team brings together decades of experience in finance, blockchain technology, and digital assets. With diverse expertise spanning technology, security, and financial services, we're dedicated to revolutionizing the future of digital gold trading.
Luke McKelvy, CIMA
Founding Partner, Chief Executive Officer
Experienced leader in wealth management and financial services. Drives strategic vision and growth initiatives while maintaining focus on client success and team development.
Expertise:
Wealth Management, Strategic Planning, Investment Advisory
William A. Schellenberg
Founding Partner, Chief Marketing Officer
Marketing strategist with deep understanding of financial services. Expert in developing and implementing comprehensive marketing strategies to drive growth and brand awareness.
Expertise:
Marketing Strategy, Brand Development, Client Acquisition
Jay Tamkoc, CRPC®
Founding Partner, Chief Relationship Officer
Dedicated to fostering strong client relationships and ensuring exceptional service delivery. Specializes in comprehensive financial planning and retirement strategies.
Expertise:
Client Relations, Retirement Planning, Wealth Management
Jeffrey A. DeWees, CPFA, CRPS, CIMA
Founding Partner, Chief Investment Officer
Expert in investment strategy and portfolio management. Leads investment decisions and develops sophisticated financial solutions for clients.
Expertise:
Investment Management, Portfolio Strategy, Financial Analysis
Anna Walters, CRPC
Security Engineer
Specialized in creating secure and efficient systems. Ensures robust protection of client assets and information while maintaining operational excellence.
Expertise:
Security Operations, Risk Management, System Protection
Kristen Freeman
Senior Vice President, Chief Human Resources Officer
Leader in organizational development and talent management. Creates and maintains positive workplace culture while driving employee engagement and growth.
Expertise:
Human Resources, Organizational Development, Team Building
John Kincannon
Senior Associate – Client Service
Dedicated to providing exceptional client service and support. Focuses on understanding and meeting client needs while maintaining strong relationships.
Expertise:
Client Service, Account Management, Financial Support
Crystal Jamieson
Senior Registered Associate – Client Service
Experienced in managing complex client relationships and providing comprehensive support services. Ensures smooth operational processes and client satisfaction.
Expertise:
Client Operations, Account Services, Relationship Management
Francine England
Associate – Client Service
Committed to delivering outstanding client service. Supports client needs while maintaining efficient operational processes and clear communication.
Expertise:
Client Support, Service Delivery, Administrative Operations
Aurora Quinones
Senior Associate – Client Service
Skilled in providing comprehensive client support and service. Focuses on meeting client needs while ensuring efficient account management and processing.
Expertise:
Account Management, Client Relations, Service Excellence