Meet The Team

You can count on us to be responsive, readily accessible, and dedicated to your success. Learn more about our team members and their areas of expertise.

James J. Burns, CFP®

CEO/President, CFP Board Ambassador

Anthony LaGiglia, CFP®

Managing Director

Steven Mula, CFA®

Chief Investment Officer

Ricky Bathija, CFP®

Senior Advisor

Jessica Evans

Client Services Manager, Chief Compliance Officer

Adam Kohler, CFP®

Director of Financial Planning

Nejad Abo-Hamzy, CFP®

Financial Planner

Nickolas Raso


Tara Korkus


Jami Regan

Administrative Assistant