Timothy Admire
President & CEO, Managing Partner

Heather Belli, CFP® CAP®
Chief Compliance Officer, Managing Partner, Wealth Advisor

Bruce Dzieza, CFP®
Founder and Chairman of the Board, Partner

Jason Gittins, CFP®
Director of Advisory Services, Managing Partner, Wealth Advisor

Mark Keating, CFP® AEP®
Chief Investment Officer, Managing Partner, Wealth Advisor

Kelly Noonan
COO, CFO, Managing Partner

Heather Belli, CFP® CAP®
Chief Compliance Officer, Managing Partner, Wealth Advisor

Bruce Dzieza, CFP®
Founder and Chairman of the Board, Partner

Jason Gittins, CFP®
Director of Advisory Services, Managing Partner, Wealth Advisor

Rawson Gulick, CFP® CAIA
Wealth Advisor

Dave Homan, CFP®
Partner, Wealth Advisor

Eric Keating, CFP® ChSNC®
Wealth Advisor

Mark Keating, CFP® AEP®
Chief Investment Officer, Managing Partner, Wealth Advisor

David Lawrence, CFP®
Partner, Wealth Advisor

Jake Weber, CFP®
Wealth Advisor

Lori Cronin
Client Service Associate

Maddie Ellingson
Client Service Support Associate

Cesar Gonzalez, CSOP
Investments & Trading Associate

Beverly Hanson
Director of Operations

Thea McDonald-Abbott, AAMS®
Client Service Associate

Kelly Noonan
COO, CFO, Managing Partner

Griffin Sheehy
Portfolio Manager

Dylan Sosa
Operations Associate

Nancy Spallino, FPQP™
Client Service Associate

Michelle Zuniga
Operations Associate

Lori Cronin
Client Service Associate

Maddie Ellingson
Client Service Support Associate

Thea McDonald-Abbott, AAMS®
Client Service Associate

Dylan Sosa
Operations Associate

Nancy Spallino, FPQP™
Client Service Associate

Michelle Zuniga
Operations Associate