Meet the Team

  • Kurt Leedy

    Co-Founder and Managing Director of Miramar – family office for large Dallas based family

  • Aaron Perrine

    Partner at Trilogy an investment firm focused on supporting entrepreneurs

  • David Dodson

    3 times Successful entrepreneur and Stanford GSB lecturer

  • TTCER

    Family offices of owner’s and senior leaders at Assurian

  • Will Bressman

    Former CEO of RIA in a Box

  • GJ King

    Former President of RIA in a Box

  • Doug Tudor

    former entrepreneur and head of strategy at Asurion

  • Rich Augustyn

    Entrepreneur and founder of Extensis HR and NIP group