Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Isabel-Brewster

Isabel Brewster

Client Service Specialist

Mattijs Ossorio

Client Service Manager, Wealth Path Group
Nadege Maximin-Fiester headshot

Nadege Maximin-Fiester

Manager, Client Service
Riley Wank

Riley Wank

Client Service Specialist

Scott Hancock

Sr. Client Service Specialist

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