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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