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®, CEPA
Principal &
Chief Investment Officer
CFP®, CPA, AIF®, CEPA
Principal &
Director of Financial Planning
CFP®
Investment Portfolio
Manager, Wealth Advisor
Portfolio
Operations Associate
Client Service &
College Administrator
Client Service
Administrator
Office
Administrator