Seven Professionals. One Commitment.
Seven professionals committed to thoughtful guidance, lasting relationships, and a single fiduciary standard. Your best interest, always. Click any team member to learn more.
Jim Dischert
CEPA
Founder | CEO
Jason Marion
CEPA
Wealth Advisor
Dawson Brooks
Wealth Advisor
Kenna Dischert
Operations Manager
Andrea Cullen
Client Service Specialist
Anna Stratton,
CFP®
Client Experience Specialist
Ben Dischert
Marketing Project Manager
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Ready to Meet the Team?
Start with a conversation to see if you qualify. An honest look at your wealth, your goals, and whether Three Sixty is the right partner for your situation.