Yosemite Capital Management

Lawrence Rutherford is a CFP® professional with 19 years of experience in the financial industry. He has been with Yosemite Capital Management since 2008. Yosemite Capital Management serves individual and high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other entities through portfolio management, financial planning, and Personal CFO services. The firm employs a customized, model-based investment approach and conducts manager due diligence before recommending third-party advisers.

Paul Heckler is a financial advisor at Yosemite Capital Management with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Yosemite since 2001. Mr. Heckler is also a partial owner and co-manager of INTRUST Investment Management, which serves as manager of a private real estate fund recommended to certain Yosemite clients. Yosemite Capital Management serves individual and high-net-worth clients, trusts, estates, retirement plans, and charitable organizations through portfolio management, financial planning, and Personal CFO services. The firm employs a customized, model-based investment approach focusing primarily on ETFs and mutual funds, and it offers access to affiliated private real estate funds to qualifying clients.

Ronald Hudspeth is a financial advisor at Yosemite Capital Management with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley Private Bank and Charles Schwab. He has been with Yosemite Capital Management since 2019. Yosemite Capital Management serves individual and high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other entities through portfolio management, financial planning, and Personal CFO services. The firm employs a customized, model-based investment approach and conducts due diligence on third-party managers while managing approximately $340 million as a team of five advisors.

Benjamin Beckstead is a Series 65-licensed financial advisor with over 16 years of industry experience. He has worked at Yosemite Capital Management since 2024 and previously held positions at Money 360 and 48 Capital. Yosemite Capital Management serves individual and high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other entities through portfolio management, financial planning, and Personal CFO services. The firm employs a customized, model-based investment approach focused primarily on ETFs and mutual funds, and it also offers private real estate fund opportunities to qualifying clients.

David Leckey is a PFS™ credentialed advisor at Yosemite Capital Management with two years of industry experience. He previously operated David Leckey CPA, Inc. DBA Diversified Tax and Accounting for seven years and worked at DVM Management for ten years. Yosemite Capital Management serves individual and high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other entities through portfolio management, financial planning, and Personal CFO services. The firm employs a customized, model-based investment approach primarily focused on ETFs and mutual funds and also offers private real estate fund opportunities to qualifying clients.

David Jones is a CFP® with 20 years of industry experience, currently serving as an advisor at Yosemite Capital Management since 2012. He previously worked at Securities Equity Group from 2005 to 2017. Jones also teaches business law classes intermittently at Concordia University. Yosemite Capital Management serves individual and high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other entities through portfolio management, financial planning, and Personal CFO services. The firm employs a customized, model-based investment approach and performs due diligence on third-party managers, managing approximately $340 million as a team of five advisors.