Our Team

Advisory Partners

Richard Wilson

Richard is a third-generation Eagle Scout, husband, and father of 3 living in Scottsdale, Arizona. He is the CEO & Founder of the Family Office Club, the #1 largest association of over 2,000 registered ultra-wealthy families and their family offices.

Paul Karger

Paul co-founded TwinFocus in 2006 and leads the firm’s direct investing efforts in private equity, venture capital and real estate. He works closely with the firm’s key clients to guide them through a broad range of complex issues and financial decisions.

Bryan Sweet

Bryan is a cultivator of opportunity and that is reflected in his passion for serving the clients of Sweet Financial Services. Beginning his financial services career in 1979, Bryan has done more than create lasting wealth plans for the wonderful clients we’ve been so fortunate to work with.

Dave Zook

Dave Zook is a successful business owner and an experienced real estate investor active in Multi – Family Apartments, Self-storage and the ATM space. Dave has acquired more than $100 million worth of real estate since 2010.

Support Team