Confidence and clarity for the unpredictable.
A Latin name for owl, Asio was inspired by our drive to guide people with expertise, but also with a sensibility for real-life implications. As an employee-owned wealth management firm, we have a personal stake in our clients’ success. We’ll help you identify and achieve your legacy goals by making the complicated simple.
Let us introduce ourselves.
R. Tracy Osborne
Founder
President and CEO
“Honest advice isn’t always the easy thing to give, but it’s always the right thing.”
John Cheshire
Founder
Chief Investment Officer
“You should only buy a stock for a client you would put in your own account.”
Erin Hershey Serrate
Founder
Senior Wealth Strategist
“I focus on building relationships that transcend investment portfolios.”
Ryan M. Gray
Founder
Senior Wealth Strategist
“I take pride in guiding clients toward making informed decisions.”
Bryce Goldbach
Portfolio Manager & Wealth Strategist
“My passion is helping clients achieve financial freedom and security, ensuring they are able to spend time enjoying what’s most important in their lives.”
Cassandra Farr
Client Service Coordinator
“I thoroughly enjoy knowing that I made a difference with our clients.”