Jay is a CFP® and enthusiastic hiker.
Financial Advisor
Brian is a Wealth Manager and enjoys woodworking.
Adam is a Financial Advisor and family man.
Jerry is a CFP® and competitive ballroom dancer.
Vice President
Janelle is a CFP® and has a twin sister.
Justin is a CFP®, father of three daughters, and talented musician.
Chris is a CFA Charterholder and enjoys golfing.
Neal is a Financial Advisor, fly-fisherman, and avid guitar player.
Mike is a CIMA® and committed community volunteer.
Principal, Vice President
Kevin is the company’s President and enjoys unwinding by the fireplace with family and friends.
President, Chief Investment Officer
Tom is a CFP® and dedicated golfer.
Tim is the firm's founder and avid seaglass collector.
Founder
Adam is a CFA, CFP® and constantly humbled golfer.
Karen is a CFP® and has climbed Mt. Kilimanjaro twice.
Jordan is a CFP®, dad, husband and fly fisherman.
Jennifer is a CFP® who loves to travel.
03.03.21 | Investment Management
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