Fiduciary Financial Group
Always stay ahead of market & industry trends

Personalized & Proactive Guidance with Institutionalized Experience

FFG’s expert team brings decades of experience in investment, tax, accounting, and legal matters to deliver unparalleled value. We specialize in serving high-net-worth retirees, executives, tech professionals, and business owners, maximizing their financial potential through comprehensive advice. Our fiduciary-only model, free from commissions, ensures trusted, transparent relationships.

Meet our expert advisors

Our comprehensive advice spans financial investments, real estate assets, tax strategies, equity compensation, estate plan design, insurance packages, and more. We earn no trade or financial product sales commissions and only have a fiduciary duty to our clients. This model, coupled with our partners’ spotless records, reinforces a relationship built on trust and transparency.

Richard Davey
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Richard Davey

PartnerCPA, CFP®
Trevor Scotto
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Trevor Scotto

PartnerCPA, CFP®, CEPA
Shayne Cooper
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Shayne Cooper

PartnerCPA, MS Tax
Cassidy Murphy
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Cassidy Murphy

Director of Financial PlanningCFP®, CPWA®, EA
Samantha Bleeck

Samantha Bleeck

Senior Tax ManagerEA
Carine Arend

Carine Arend

Tax ManagerCPA
Brian Meunier

Brian Meunier

Tax ManagerCPA
Lacey Mortensen

Lacey Mortensen

Tax Manager
Christopher Moore

Christopher Moore

Chief Compliance OfficerCMT, CFTe®, EA
Braxton Parish

Braxton Parish

Tax ManagerCPA, MS Tax
Jacquie Rowe

Jacquie Rowe

Senior Operations Specialist
Bryce Hufford

Bryce Hufford

Tax Associate
Ben Fookes

Ben Fookes

Senior Financial Planning and Tax AssociateEA
Carson Inglin

Carson Inglin

Registered Client AssociateCPA
Benjamin D. Brajcich

Benjamin D. Brajcich

Senior ManagerCPA
Gavin Gamboa

Gavin Gamboa

Senior Registered Client Associate

To discuss your investments & wealth management requirements, or to learn about our services.

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