Our Exceptional People
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MEET
THE TEAM

CFP®, CDFA® Managing Partner & Private Wealth Advisor

CFP®, CDFA® Partner
& Private Wealth Advisor

CFP®, CEPA®, CDFA®, CeFT®
Partner & Private Wealth Advisor

CIMA® CExP™ Partner & Director of Investment Management

CPA, CDFA®, Director, Divorce Financial Planning and Litigation Support

CDFA® Private Wealth Advisor & Client Engagement Manager

CGSP® Director of Practice Management

CFF®, CGSP® Director of Client Services

CGSP® Director of Operations

Financial Paraplanner

NextGen Advisor & Financial Analyst

Digital Marketing Specialist

Business Management Intern
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