Our Exceptional People
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MEET
THE TEAM

CFP®, CDFA® Managing Partner
& Private Wealth Advisor
& Private Wealth Advisor

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

CFP® Partner
& Private Wealth Advisor
& Private Wealth Advisor

CIMA®Partner
& Director of Investment Management
& Director of Investment Management

CDFA® Private Wealth Advisor
& Director of Business Growth
& Director of Business Growth

CFA® CDFA® Divorce
& Investment Strategist
& Investment Strategist

CFF, Director of Client Services

Manager of Operations

Financial Paraplanner

Business Manager
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