Our Team
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Operations: Information Systems
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Operations: Office Concierge
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Advisory Services: Client Services
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Senior Portfolio Manager
Patrick Corrigan, CFP®
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Advisory Services: Advisor
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Advisory Services: Client Services
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Advisory Services: Analyst
Sara Feder, CFP®
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Advisory Services: Associate
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Advisory Services: Analyst
Joe Ferreira, CFP®, CPWA®
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Executive Team
Advisory Services: Advisor
Joe Ferreira, CFP®, CPWA®
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Executive Team
Advisory Services: Advisor
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Advisory Services: Client Services
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Advisory Services: Client Services
Dave Gore, CFA®
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Advisory Services: Ambassador
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Advisory Services: Analyst
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Operations: Human Resources
Kristen Koch, CFP®
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Executive Team
Advisory Services: Advisor
Kristen Koch, CFP®
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Executive Team
Advisory Services: Advisor
Alec Lance, CFA®
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Advisory Services: Associate Advisor
Jess Layman, CFP®
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Operations: Portfolio Reporting & Accounting
Sam Marshall, CPA, CFP®
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Advisory Services: Associate Advisor
Clay Murdy, CFP®
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Advisory Services: Advisor
Lisa Neff, CFP®
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Advisory Services: Advisor
Jackson Paul Rabuck, CFP®
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Advisory Services: Advisor
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Advisory Services: Associate
Jeremy Runnels, CFP®
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Advisory Services: Advisor
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Executive Team
Operations: Director of Operations
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Executive Team
Operations: Director of Operations
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Advisory Services: Analyst
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Advisory Services: Director of Client Services
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Advisory Services: Analyst
James Weimer, CFP®
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Advisory Services: Associate
Steven A Weintraub, CFP®
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Executive Team
Advisory Services: Advisor
Steven A Weintraub, CFP®
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Executive Team
Advisory Services: Advisor
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Advisory Services: Client Services
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