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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