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Our Exceptional People

MEET

THE TEAM

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CFP®, CDFA® Managing Partner & Private Wealth Advisor
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CFP®, CDFA® Partner & Private Wealth Advisor
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CFP®, CEPA®, CDFA®, CeFT® Partner & Private Wealth Advisor
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CIMA® CExP™ Partner & Director of Investment Management
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CPA, CDFA®, Director, Divorce Financial Planning and Litigation Support
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CDFA® Private Wealth Advisor & Client Engagement Manager
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CGSP® Director of Practice Management
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CFF®, CGSP® Director of Client Services
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CGSP® Director of Operations
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Financial Paraplanner
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NextGen Advisor & Financial Analyst
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Digital Marketing Specialist

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