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® Partner & Director of Investment Management
CPA, CDFA®, Director, Divorce Financial and Litigation Support
CDFA® Private Wealth Advisor & Client Engagement Manager
CFA® CDFA® Private Wealth Advisor & Divorce and Investment Strategist
CGSP® Business Manager
CFF®, CGSP® Director of Client Services
CGSP® Manager of Operations
Financial Paraplanner
Marketing Coordinator
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