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^® Business Manager

CFF^®, CGSP^® Director of Client Services

CGSP^® Manager of Operations

Financial Paraplanner

NextGen Advisor & Financial Analyst

Digital Marketing Specialist

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