Our Team

Matthew Ogle

Chief Executive Officer, Founding Partner

Abe Minkara

Founding Partner

David Sawyer

Chief Operating Officer, Managing Partner

Brad Martin, CPA

Chief Financial Officer, Partner

McCall Tomeny

Director, Partner

Wes Homeyer

Director of Investments - Real Estate, Partner

J. Philip Clark

Managing Director

Cullen Crombie

Vice President

Sterling Curry

Vice President

Drew Sims

Vice President

Sylvia Liaw

Vice President

Christina Nelson, CPA

Finance Manager

Allie Burgin


Erica Radman

Operations Manager

Alex Rosellini, CPA

Senior Accountant

Mollie Deaconson, CPA

Senior Accountant

Advisory Board

Andrew Swartz

CEO at SBI Investments, Partner at HalBar Partners.

Jack Selby

Managing Director, Thiel Capital (SFO)

Matthew McMahan

Co-President, JMCFM Single Family Office

Dewey Corley

President, Personal Family Office (SFO)

Guy Patton

President, University of Oklahoma Foundation