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.

CEO/President, CFP Board Ambassador

Managing Director

Chief Investment Officer

Senior Advisor

Client Services Manager, Chief Compliance Officer

Director of Financial Planning

Financial Planning Specialist

Financial Planner

Paraplanner

Paraplanner

Paraplanner

Client Service Associate

Administrative Assistant

Portfolio Manager

Assistant Portfolio Manager