Ross Swimmer is an attorney and Registered Investment Advisor . He serves as a partner with the firm, supporting the business development efforts. Mr. Swimmer, a member of the Cherokee Nation, has extensive experience working with Indian tribes across the country. He is a former Principal Chief of the Cherokee Nation and Assistant Secretary of the Department of the Interior in charge of the Bureau of Indian Affairs. His most recent assignment with the federal government was the role of Special Trustee for American Indians in the Department of the Interior.
Mr. Swimmer brings broad experience in the legal field, banking, corporate management, and government affairs to the firm. He has a degree in Political Science from the University of Oklahoma and a Juris Doctorate from the University of Oklahoma. He has received many distinguished honors and awards for his work on behalf of Native Americans.
David Poarch is a Registered Investment Advisor and Managing Partner.Email David
Brett Kramer is a Registered Investment Advisor and the Chief Investment Officer.Email Brett
Joel Kantor is a Registered Investment Advisor and Certified Financial Planner designee.Email Joel
Ms. Boyer is a Registered Investment Advisor and joined the firm in 2011.Email Aimee
Mr. Moore is a Registered Investment Advisor and has over 20 years experience in the investment industry.Email Toby
Mr. Hayes is an Investment Advisor with over 39 years experience in the financial industry.Email Tom