Our Team

The team behind your plan

A CFP®-led team with deep experience and a simple commitment: you work with the people who actually do the work.

Leadership

The executive team

The partners who lead the firm and work with you on the whole picture.

Chief Executive Officer · CFP®

Leads the firm and works with executives and families on the whole financial picture.

President & Chief Compliance Officer · CFP®, CEPA®

Works with business owners on building enterprise value and planning a tax-smart exit.

Advisory

The planners who build and maintain the plan at the center of your relationship with us.

Financial Planner · CFP®

Builds and maintains the financial plans at the center of every client relationship.

Financial Planner

Works alongside the team to build and maintain the plans clients rely on.

Operations & client experience

The people who handle the details, so your service stays seamless and your questions get answered fast.

Vice President of Operations

Keeps the firm running so client work stays seamless behind the scenes.

Vice President of Client Experience

Makes sure every client interaction with the firm is a good one.

Director of Operations

Manages day-to-day operations and the details that keep plans on track.

The first conversation is 30 minutes, no preparation needed.