Our Team

Tim is the firm's founder and avid seaglass collector.

Todd is a CFP®, a competitor and problem solver.

Adam is a CFA, CFP® and constantly humbled golfer.

Outside of the office, Ben enjoys golfing and skiing with friends and family.

Karrie loves animals and owns a farm with horses, turkeys, and chickens.

Samantha enjoys seeing Broadway shows with her two daughters.

Maria loves attending concerts and has been doing so since a young age.

Michael enjoys the outdoors, travelling, and spending time with his wife, children, and grandchildren.