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Founding Partner

Founding Partner

Founding Partner, CIMA®

Advisor / Managing Director

Advisor, CFA®, CDFA®

Partner / Advisor / Director of Planning, CRPC®, CFP®

Chief Investment Officer, CFA®, CIMA®

Chief Operating Officer

Director of Compliance

Director of Marketing

Associate Director of Planning, CFP®

Support Advisor - Team Lead, CRPC®

Support Advisor - Client Services & Operations

Support Advisor - Client Services

Support Advisor - Client Operations

Support Advisor - Client Operations

Support Advisor - Client Operations, ChFC®

Support Advisor - Client Operations

Operations Strategy Associate

Investment Services Analyst

Investment Portfolio Strategist, CAIA®

Portfolio Administrator

Business Operations Administrator

Billing Associate

Executive Assistant