Kate Campbell King, CFP
Kate Campbell King, CFPPartner | Chief Investment Officer
Brian Kozel, CFP
Brian Kozel, CFPPartner | Senior Advisor
Sam Wood-Bednarz, CFP
Sam Wood-Bednarz, CFPPartner | Senior Advisor
Jena Regan, CFP
Jena Regan, CFPLead Advisor
Daniel Smyth, CFP, CPWA
Daniel Smyth, CFP, CPWALead Advisor
Ariana Alisjahbana, CFP
Ariana Alisjahbana, CFPLead Advisor
Matthew Gatt, CFP
Matthew Gatt, CFPLead Advisor
Carmetta Joyner, CFP
Carmetta Joyner, CFPLead Advisor
Kim Berger
Kim BergerAssociate Advisor
Jim Sertich
Jim SertichPortfolio Management & Trading
Maureen Sullivan
Maureen SullivanClient Experience Associate
Debra Ellisen
Debra EllisenSenior Client Service Coordinator
Shabana Shah
Shabana ShahClient Service Associate
Dan Nakahara
Dan NakaharaBusiness Manager
James Wilson
James WilsonDirector, Client Experience