We Are Guided By Our Mission, Vision, and Values

Timothy Admire

President & CEO, Managing Partner

Heather Belli

Chief Compliance Officer, Managing Partner, Wealth Advisor

Lori Cronin

Client Service Associate

Bruce Dzieza

Founder and Chairman of the Board, Partner

Maddie Ellingson

Client Service Support Associate

Jason Gittins

Director of Advisory Services, Managing Partner, Wealth Advisor

Cesar Gonzalez

Investments & Trading Associate

Rawson Gulick

Wealth Advisor

Beverly Hanson

Partner, Director of Operations

Dave Homan

Partner, Wealth Advisor

Eric Keating

Wealth Advisor

Mark Keating

Chief Investment Officer, Managing Partner, Wealth Advisor

David Lawrence

Partner, Wealth Advisor

Thea McDonald-Abbott

Client Service Associate

Kelly Noonan

COO, CFO, Managing Partner

Griffin Sheehy

Portfolio Manager

Dylan Sosa

Operations Associate

Nancy Spallino

Partner, Client Service Associate

Jake Weber

Wealth Advisor

Michelle Zuniga

Operations Associate