Michael Van Boening, CFP®, RICP®, CCFC
Sr. Manager, Financial Planning
Monica Hernandez
Financial Planner
Naishee Shah, CFA, CFP®, MPAS, APMA
Financial Planner
Nathan Cha, CFP®
Wealth Strategist
Nick LoCicero
Wealth Strategist
Noah Hughes
Wealth Strategist
Parker Landolf
Financial Planner
Patrick Moody
Financial Planner
Rachel Roach
Financial Planner
Rob Horwitz, CFP®
Sr. Financial Planner
Tammy Cooper, CPA, CFP®
Sr. Financial Planner
Tyler Bauer, CFP®
Wealth Strategist
William (Irish) Harrigan
Financial Planner
William Thompson
Wealth Strategist
Zachery Wingate
Wealth Strategist
Zubin Shah, CFP®, MPAS, APMA
Financial Planner
Alexis Ragus-Wines
Sr. Tax Manager
Amber Perez
Tax Operations Specialist
Amir Hernandez
Tax Support Specialist

