Daniel Collison has over 30 years in the financial services industry. Dan is the co-founder and Managing

Matt Reiner is a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™, and partner at Capital Investment

Daniel Collison has over 30 years in the financial services industry. Dan is the co-founder and Managing

Daniel Collison has over 30 years in the financial services industry. Dan is the co-founder and Managing

Suthipong Robert Chitrathorn (or Bob for short) came from humble beginnings. Born to parents Puttachart

Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED

With decades of experience in the industry as a 65 securities licensed professional, he brings a wealth

Having spent 31 years in the financial services business and achieving at the highest levels (Barron’s

Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED

Having spent 31 years in the financial services business and achieving at the highest levels (Barron’s