Meet Our Founders

Charles Truhlar

Managing Partner & Chief Investment Officer

plusbullet.png 21-years Financial Services Industry Experience
plusbullet.png Certified Financial Planner Professional
plusbullet.png Accredited investment Fiduciary
plusbullet.png Life Underwriter Training Council Fellow
plusbullet.png Series 6, 63, 7, 24, 52 Licensed

David Racich

Manageing Partner & Chief Technology Officer

plusbullet.png 21-years Custom Software Engineering Experience
plusbullet.png 20-years Finanical Services Industry Experience
plusbullet.png Multiple Development Teams in U.S. & Abroad
plusbullet.png Custom Technology Solutions for the Financial Industry