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Our Team

Combining entrepreneurial thinking, niche expertise, and high-touch service to strive to create multigenerational value.

Matthew Ogle
Chief Executive Officer
Founding Partner
Abe Minkara
Founding Partner
Brad Martin, CPA
Chief Financial Officer
Partner
McCall Tomeny
Head of Family Office
Partner
Wes Homeyer
Head of Real Estate
Partner
David Meaney
Head of OCIO
Partner
Christina Allred, CPA
Finance Manager
Garrett Bailey
Director of Investments
Allie Burgin
Chief of Staff
Family Office
Brandon Chau
Analyst
J. Philip Clark
Managing Director
Real Estate
Cullen Crombie, CAIA
Senior Vice President
Family Office
Sterling Curry
Senior Vice President
Mollie Deaconson, CPA
Senior Accountant
Rachel Dyche
Analyst
Family Office
Cole Filley
Analyst
Real Estate
Karley Kampf
Operations Coordinator
Family Office
Brittany Karl, CPA
Tax Strategist
Family Office
Eben Noverr
Analyst
Alex Rosellini, CPA
Senior Accountant
Charlie Sinclair
Operations Coordinator
Sam Stelk
Vice President
Real Estate
Asher Waker
Analyst
Ethan Williams
Investment Associate

Advisory Board

CEO, SBI Investments Partner, HalBar Partners
Managing Director, Thiel Capital (SFO)
Co-President, JMCFM Single Family Office
President, Personal Family Office (SFO)
President, University of Oklahoma Foundation

Grow your wealth and protect your legacy.

We are invested in enhancing and securing your family’s wealth for generations. The journey starts with understanding your unique objectives and leads to real peace of mind.