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Our Team

We are a group of wealth management professionals whose personalities align with our clients and allow us to deliver advice in a down-to-earth approach. We bring a spirit of curiosity that allows us to deeply get to know you, how you want things done and the needs you want to fulfill. It is more than just financial management. It’s about helping you with decision making in your life and being there as a sounding board.

MBA, BFA
Principal &
Chief Operating Officer
CFP®, CTFA, MST, AIF®
Principal &
Chief Investment Officer
CFP®, CPA, AIF®, CEPA
Principal &
Sr. Wealth Advisor
CFP®
Investment Portfolio Manager,
Wealth Advisor, Shareholder
CFP®
Sr. Wealth Advisor,
Shareholder
CFP®, CTS
Director of Financial Planning,
Shareholder
Client Experience
Advocate
Associate
Financial Planner
Portfolio Operations
Associate
Associate Financial
Planner
Associate
Financial Planner