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, CFPDirector, Financial Planning Lead Advisor
Sarah Green, CFP
Sarah Green, CFPDirector, Impact Investing Lead Advisor
Matthew Gatt, CFP
Matthew Gatt, CFPLead Advisor
Daniel Smyth, CFP
Daniel Smyth, CFPAdvisor
Jena Regan, CFP
Jena Regan, CFPAdvisor
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