Nick Scheibel, CFP®
Senior Advisor
Mark Rosenkranz, CFA®
Investment Strategist
Tracy Quinn
Personal Executive Assistant
Erika Olsen
Client Account Specialist
Christopher J. Mastley, CFP®
Advisor – Tax Planning Manager
Taylor Kramer
Engagement Manager
Josh G. Justin, CPA
Client Service & Tax Planning Associate
Haley Frécon, CFP®
Advisor
LaTisha Deutsch
Sr. Client Account & Family Office Specialist
Andy Buccanero
Manager – Portfolio Implementation & Analytics