Julia is an Investment Adviser specializing in alternative investments, specifically Delaware Statutory Trusts. She assists landowners and investors in developing tax-efficient, income-generating exit strategies, helping clients transition from active ownership to passive real estate portfolios with a focus on legacy and generational wealth transfer.

Before her current role, Julia spent nearly a decade in healthcare, specializing in capital financing for large equipment procurement.

Julia is married to her husband John. Together they have four young children and a black Labrador named Gus. She is actively involved in her church and community, and enjoys traveling, running, skiing, and reading.

Jessica has been the Executive Assistant to Josh Wright for five years, supporting the team with a friendly and organized approach. She calls Albany County, NY home, where she lives with her husband and their three children.

Before joining the financial industry, Jessica worked in the fashion world as an allocation manager, leading the women’s leather goods team. She enjoys traveling and trying new foods with her family — some of her favorite adventures have been exploring the Amalfi Coast and South Africa.

If you need help or want to reach Josh, Jessica is always happy to assist.

Tammy brings a wealth of experience in office administration and human resources. A lifelong Kansan and descendant of one of Johnson County’s founding families, she spent 11 years as a Regional Office Manager for a major beverage distributor, leading multi-office teams and supporting organizational growth.

She has also volunteered with the Kansas City Women’s Employment Network, mentoring women entering the workforce. Tammy and her husband Mike live in Shawnee, KS. Outside the office, she enjoys traveling, gardening, and spending time with their two adult children and grandchildren.

Melissa has dedicated her career to delivering exceptional client service and efficient office operations. She began in healthcare as a CT Technologist, focusing on patient care for nearly 20 years. In 2017, she transitioned to the insurance industry as a Loss Control Technician at Sompo, a global leader in property, casualty, and specialty insurance.

Melissa joined the team in 2024, bringing deep experience and a commitment to excellence. Her ability to stay organized and support both clients and colleagues makes her an invaluable part of the firm.

Andrea plays a key role in ensuring the team delivers exceptional service to clients. She joined the firm in 2024, bringing extensive experience from a career rooted in financial services, with a proven track record managing teams focused on operations, client service, and business processes in asset management, wealth management, and investment advisory environments.

Andrea earned her Bachelor of Business Administration with a concentration in Quantitative Analysis from Gardner-Webb University.

Dillin brings financial expertise and analytical insight to the team, applying his skills to real estate investment strategy. Based in Rhode Island, he has extensive experience budgeting and forecasting large construction initiatives nationwide during his time at CVS Health.

He also served as a financial analyst at Ximedica, a medical R&D company, guiding the organization through financial challenges during the 2020 pandemic. Outside of work, Dillin enjoys audiobooks, the outdoors, and snowboarding.

Brandon brings a data-driven approach to portfolio management, finding clarity and objectivity in market price data to help clients stay focused on their financial plans during periods of uncertainty.

Brandon joined the team in 2024 in a sub-advisory capacity. He and fellow Portfolio Manager Jon Robinson have collaborated since 2003, refining their investment philosophy during the Financial Crisis and launching their asset management firm in 2013. Previously, Brandon served as a Credit Risk Manager for Wells Fargo Dealer Services. He holds bachelor’s and master’s degrees in economics from UNC Greensboro.

Jon is passionate about helping clients achieve better financial outcomes through disciplined investment strategies designed to overcome natural human biases, keeping clients committed to their plans even in challenging markets.

Jon joined the team in 2024 in a sub-advisory capacity. He and Brandon Langley have collaborated since 2003, co-founding a quantitative alternative investment firm in 2006 and an asset management firm in 2013. Jon began his career as a Trader and Market Maker at Bear Stearns, then served as an Equity Research Analyst with Prudential Equity Group. He holds bachelor’s degrees in finance and economics from UNC Greensboro.