Timothy Admire

President & CEO, Managing Partner

Heather Belli

Wealth Advisor, Chief Compliance Officer, Managing Partner

Lori Cronin

Client Service Associate

Bruce Dzieza

Founder and Chairman of the Board, Partner

Maddie Ellingson

Client Service Associate

Jason Gittins

Wealth Advisor, Managing Partner

Julie Goldzman

Office Manager

Cesar Gonzalez

Investments & Trading Associate

Rawson Gulick

Wealth Advisor

Beverly Hanson

Director of Operations, Partner

Dave Homan

Wealth Advisor, Partner

Eric Keating

Wealth Advisor

Mark Keating

Wealth Advisor, Chief Investment Officer, Managing Partner

David Lawrence

Wealth Advisor, Partner

Thea McDonald-Abbott

Client Service Associate

Kelly Noonan

COO, CFO, Managing Partner

Claire Pollock

Client Service Support Associate

Griffin Sheehy

Portfolio Manager

Dylan Sosa

Operations Associate

Nancy Spallino

Client Service Associate, Partner

Jake Weber

Wealth Advisor

Michelle Zuniga

Operations Associate