Darcy B. Johnson

Chief Executive Officer

Having over 30 years of experience as portfolio manager and investment consultant, Darcy brings valuable insight and knowledge to the firm, with specific expertise in socially responsible investing. She earned both her MBA and Bachelor of Business Administration from Pacific Lutheran University.


Ross W. Ohashi, CFA®, ChFC®

Director of Research

Ross has over 30 years of various finance experience, including investment research, private equity analysis, and portfolio management. He holds both an MBA and Bachelor of Business Administration from the University of Washington.


Robert C. Kuehn, CFA®

Chief Investment Officer

Bob has over 40 years of direct experience in the investment management industry serving in a multiplicity of roles such as chief investment officer, senior vice president, and portfolio manager. Bob received both his MBA and Bachelor of Arts in Economics from Utah State University.


Janet M. Welcher, CFP®

Managing Director

With over 30 years of experience, Janet brings a wealth of knowledge to managing client portfolios including extensive experience partnering with clients to help them achieve their objectives. Janet earned her Bachelor of Business Administration from Washington State University.