In Memory of Jeffrey Nattans. We mourn the loss of our partner and dear friend, Jeffrey Nattans. Read our tribute →

Our Team

A group of business people sitting around a conference table.

Partnership Approach

We believe in the power of a team-oriented approach. Our experienced and seasoned professionals are highly focused on client satisfaction.

Our Team

Rebecca Crawford

Client Service Specialist

Dyson Dryden

Partner

Jordan Fisher, CFA

Portfolio Manager

Matthew Goette, CFA, CFP®, AIF®

President and Chief Investment Officer

Maggie Kelly

Client Service Associate

Laura Kline

Client Service Specialist

Luke Knott

Investment Committee

Chahat Kumari

Financial Analyst

Chase Llewellyn

Associate Portfolio Manager

Laura McMillen

Senior Vice President, Head of Client Service

Troy Murphy, CFP®

Portfolio Manager

Alex Musco

Financial Analyst

In Memory of Jeff Nattans, CPA.

In Memoriam.

Mark Paladijczuk

Financial Analyst

Alexander Roesner, CAIA®, CFP®, CEPA®

Vice President, Private Wealth Advisor

Alfheidur Saemundsson, CFA

Investment Committee

Brigitte Strobl, CFP®

Portfolio Manager

Paul Svendsen, CPA/PFS, ABV, CVA

Lead Wealth Advisor

Robert Tobin

Partner

Anthony Wilson

Financial Analyst

Erin Weber, CFP®, CSRIC®

Private Wealth Advisor

David Zinreich, CFP®

Partner