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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Michael Van Boening

Michael Van Boening, CFP®, RICP(r)

Manager, Sr. Financial Planner

Claire Allen

Estate Planning Operations Specialist
Andrea Aranguiz

Andrea Aranguiz

Senior Client Service Specialist
Barbara Barreca headshot

Barbara Barreca

Client Service Specialist
Julie Logan, Client Service Specialist

Julie Logan

Client Service Specialist

Mattijs Ossorio

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

Nadege Maximin-Fiester

Client Service Specialist
Nicholas Kneibert headshot

Nicholas Kneibert

Client Service Specialist
Nicole Hankins - Sr. Client Service Specialist

Nicole Hankins

Sr. Client Service Specialist
Nicole Rockett - Sr. Client Service Specialist

Nicole Rockett

Sr. Client Service Specialist
Nina Hernandez

Nina Hernandez

Client Service Specialist
Riley Wank

Riley Wank

Client Service Specialist

Scott Hancock

Sr. Client Service Specialist
Tyler Weinrich

Tyler Weinrich

Client Service Specialist

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