Our Team

Team Members In

Advisors

Liz De Nitto

CFP®, EA, AEP

Vice President, Family Wealth

Karey Edwards

CFP®

Vice President, Wealth Advisor

Austin Fields

CPA, Series 65

Vice President, Wealth Advisor

Connor Fife

Associate Director, Wealth Advisor

Phillip Friedman

Series 7, Series 66

Associate Director, Wealth Advisor

Sara Gans

CFP®, ChFC

Senior Director, Wealth Advisor

Zach Gerber

CFP®

Associate, Wealth Advisor

Carlos Gonzalez

Vice President, Wealth Advisor

Kelley Grace, CPA

CPA

Senior Vice President, Wealth Advisor

Dylan Greene

CFP®

Director, Wealth Advisor