Meet the Team
Zack Miller
Managing Partner, Co-Founder
Jonathan Bates
Managing Partner, Co-Founder
Jeff Barnes
Managing Partner, Co-Founder
Zack A Knight
Managing Partner, Co-Founder
Carl Allen
Chief Financial Officer
Josh Sharp
Chief Compliance Officer
Reed Larsen
Portfolio Operations
Neil A. Twa
Portfolio Operations
Our Values
How we Operate as a Team
Deep Relationships (with long-term people)
We prioritize transparent and honest communication, recognizing that trust is the foundation of all strong relationships. Our dedication to loyalty and commitment drives us to nurture long-term partnerships, where mutual growth and success are at the forefront. We believe in personalized engagement, tailoring our interactions to meet the unique needs of each individual, ensuring connections that are both meaningful and lasting. By providing continuous support and resources, we empower our partners and team members to thrive over time. Moreover, we foster a culture of collaborative growth, encouraging teamwork and cooperation that benefits everyone involved in the long term.
Doing Well by Doing Good
We are committed to doing well by doing good, prioritizing integrity in all our actions to ensure our success is built on ethical foundations. We focus on sustainable growth that not only advances our business but also benefits the communities and environments we engage with. By seeking opportunities to make a positive impact, we align our business goals with the greater good, striving to create meaningful change. Our approach to innovation is driven by responsibility, as we develop solutions that contribute to societal and environmental well-being. Through active community engagement, we participate in initiatives that support and uplift those around us. We believe in creating win-win relationships, ensuring that both our business and our partners benefit, and that our success is shared across all who are involved.
“A” Players Only
We are committed to maintaining the highest standards of performance, ensuring that only the best talent becomes part of our team. We encourage continuous improvement, supporting ongoing professional development that pushes each team member to excel and grow. Our expectation of excellence in execution means that every individual consistently delivers top-tier results. We seek out those who not only excel in their roles but also embody our company’s values, contributing positively to our culture. Our "A" players are not just outstanding individual achievers; they are also strong team players who elevate those around them. We value proactive problem solvers who take initiative, anticipate challenges, and develop effective solutions that drive our company forward.
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