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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®, CEPA
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®
Director of Financial Planning,
Shareholder
Associate
Financial Planner
Associate
Financial Planner
Associate
Financial Planner
Manager of Client
Communications
Portfolio Operations
Associate

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