Our Team

You Benefit from Individual and Collective Experience.

Each member of our team has specialized expertise. This allows us to execute on all aspects of your financial plan, easing you of the burden of having to assemble multiple professionals. 

Alex_508 - Copy

 

Managing Partner

 
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JoanAnne_758

 

Managing Partner

 
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Ana_050
 

 

Director of Financial Planning

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Ana_050

 

Client Services Associate

 
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adriana_020

 

Paraplanner

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Catie_017

 

Financial Planning Associate

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Candice
 

 

Paraplanner

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virginia_028

 

Executive Assistant and Office Manager

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Jennifer Headshot
 

 

Group Benefits Associate

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