Matt Cook, CFP®, AEP®
Managing Partner
Matthew R. Bohrer
Managing Partner
Paul Oliva
Managing Partner
Alex Miles
Partner
Alyssa Calhoun, MBA, CFP®
Principal
Amitha Harichandran, CFP®
Partner, Sr. Wealth Advisor
Andra Reason, CPA, CFP®
Partner
Andrew Medders, CFP®
Partner
Art Haws, CPWA®, CFP®
Partner
Ben Rowse, CFP®, CAIA®
Principal
Brent Singleton, CFP®, AIF
Partner
Brett Landstrom, MBA, CFP®, ChFC®, CLU®, RICP®
Partner, Sr. Wealth Advisor
Chris Kalafatis
Partner, Regis Group
David Baratta, MBA
Sr. Partner, Regis Group
