Ben McNulty

Financial Analyst/Advisor

Ben McNulty is a Registered Investment Advisor who has worked in the investments business since 2022.  Mr. McNulty worked in securities operations for BOK Financial after completing post-graduate education.  He has a B.B.A. in Finance and an M.B.A. from the University of Oklahoma.  Mr. McNulty support

Our Team of Experts

  • David Poarch

    Managing Partner

    David Poarch is a Registered Investment Advisor and Managing Partner.

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  • Brett Kramer, CFA

    Managing Partner

    Brett Kramer is a Registered Investment Advisor and the Chief Investment Officer.

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  • Joel Kantor

    Partner, Financial Planner

    Joel Kantor is a Registered Investment Advisor and past Certified Financial Planner designee.

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  • Aimee Boyer, J.D., CFP

    Partner, Financial Planner/Portfolio Manager

    Ms. Boyer is a Registered Investment Advisor and joined the firm in 2011.

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  • Robert Moore

    Financial Analyst/Trader

    Mr. Moore is a Registered Investment Advisor and has over 20 years experience in the investment industry.

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