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®

Director of Financial Planning

Jessica Evans

Client Services Manager

Nejad Abo-Hamzy, CFP®

Financial Planner

Nickolas Raso


Jami Regan

Administrative Assistant