Jeffrey Bernfeld, CFP®, MBA

Partner & Practice Lead

Jacob Carson, AIF®

Relationship Manager

Gregory Hobson, CFP®, AIF®

Partner & Practice Lead

Erin McCabe, CDMP

Senior Marketing Manager

Edward Andoh, FPQP®

Private Client Service Specialist

Daniel Mong, CFP®

Partner & Senior Financial Advisor

Christine Weit, FPQP®

Director of Client Experience

Casey Crawford, CRPS™, AIF®

Senior Relationship Manager

Christian Stanley, CRPS™, AIF®, NQPC™

Partner & Senior Financial Advisor