Alan Ford

Director Of Business Development

Leveraging 17+ years of experience in sales leadership in financial services and consulting to drive business growth and client satisfaction. With a robust background in wealth and investment management, private banking, market research and analysis, and business to business public accounting and consulting sales.

Tony Cortina, CFP

Director, Wealth Planning

Expertise: Holistic multi-generational planning

Tony brings extensive experience with high-net-worth families, endowments, and foundations to the WealthFactor team. In his 17+ year career, he's been a trusted, dedicated wealth manager while also serving in senior management positions at growing independent advisory firms.

Qualifications & Experience:

• B.S., Finance, Miami University
• CERTIFIED FINANCIAL PLANNER® 

Peter Buss, CPA

Managing Director

With nearly three decades as a Certified Public Accountant, Peter brings a wealth of expertise to WealthFactor, including building and managing teams of professional service providers to serve the wealth related needs of a variety of customer types. 

Qualifications & Experience:

• BS Business Administration, University of Nevada, Las Vegas
• Partner with KBF since 2004

Bill Woodruff, CAIA

Managing Director, CIO

Expertise: Investing

Dedicated to maximizing the probability of successful client outcomes. Bill altruistically focuses on the removal of unnecessary complexity, risks and fees. With over 20 years of investing and wealth services experiences Bill leads a team of multi-disciplinary experts delivering tailored investing and personalized planning solutions. 

Qualifications & Experience:

• BBA Finance, University of Portland
• Chartered Alternative Investment Analyst

Alex Poe, CPA

Director, Tax Planning

Alex combines his 15+ years of accounting experience with his passion for building relationships to offer you customized tax plans to meet your needs. From small business owners to high-net-worth families, Alex works with you to take the complexity out of tax.

Qualifications & Experience:

• BA Accounting, University of Utah - David Eccles School of Business
• Director with KBF since 2018

Brie Valant

Senior Wealth Planner

Expertise: Goals-based Financial Planning

With more than 18 years of investment services experience with high net worth clients, Brie is known for being a determined helper with a tendency toward perfectionism. Clients can tell from one interaction with Brie,  that she is their go-to for white-glove service.