Kate Campbell King, CFP
Kate Campbell King, CFPPartner | Chief Investment Officer
Brian Kozel, CFP
Brian Kozel, CFPPartner | Lead Advisor
Sam Wood-Bednarz, CFP
Sam Wood-Bednarz, CFPPartner | Director, Financial Planning | Lead Advisor
Jena Regan, CFP
Jena Regan, CFPLead Advisor
Daniel Smyth, CFP
Daniel Smyth, CFPLead Advisor
Krystal Fortner, CFP
Krystal Fortner, CFPLead Advisor
Matthew Gatt, CFP
Matthew Gatt, CFPLead Advisor
Carmetta Joyner
Carmetta JoynerAssociate Advisor
Jim Sertich
Jim SertichPortfolio Management & Trading
Maureen Sullivan
Maureen SullivanClient Experience Associate
Debra Ellisen
Debra EllisenSenior Client Service Coordinator
Dan Nakahara
Dan NakaharaBusiness Manager
Shabana Shah
Shabana ShahClient Service Associate
James Wilson
James WilsonDirector, Client Experience