Ducere team members standing next to each other.

Our dedicated team

Trusted professionals dedicated to walking alongside you with expertise, integrity, and an unwavering commitment to your financial success.

Rick Keller, CFP®
Chairman and Chief Economist
Zane Keller, CFP®
Chief Executive Officer
Silvia Zada
Director of Administration
Nicholas Bzovi, CFA®, CAIA®, CGMA®
Director of Alternative Investments
Grace Huang, MBA
Senior Portfolio Strategist
Alexis Miranda, CFP®
Wealth Advisor
Cody Columna
Financial Advisor
Paul Shusted
Solutions Architect