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

Benjamin Galloway, CFP®

Partner & Senior Financial Advisor

Amir Dreams, CFP®

Senior Financial Planner

Amber Cofield

Investment Operations Associate

Lewis Goodman

Senior Technology Analyst

Aaron Tawil, CFP®

Partner, Chief Operating Officer & Chief Compliance Officer