Our Team

Todd is an experienced wealth advisor who takes a personal and proactive approach with his clients. He is motivated by genuine concern for their families and their financial well-being.

Paul is a seasoned wealth advisor who is passionate about helping a select group of successful families and professionals make the most of their wealth through focused planning and sound guidance.

Theresa’s passion is helping our clients and treating them like family. She manages day to day operations and compliance and is the first point of contact for us.

David is the newest member of our team! As a Paraplanner, his role is to support all aspects of the planning process and provide detailed analysis and research to our planners.