Rob’s journey is one of resilience, determination, and triumph over adversity. Abandoned at the age of three and raised in an orphanage for 14 years, he faced homelessness at 17...

A trusted expert in book management and tax-efficient financial planning, Joanna uses her CPA designation to develop tailored strategies to help clients grow and protect their portfolios while optimizing tax implications...

A skilled financial professional with a Certified Financial Planner (CFP) designation, Jonathan has over 18 years of experience in the financial and banking industries...

A highly experienced financial service professional, Andrea holds several licenses and has spent over two decades assisting clients and teams with account management and client education...

Bringing over 30 years of Financial Services experience to our team, Denise works closely with Joanna in book management, analytics and research projects...

Likely the first voice you hear when calling into the office, Diana ensures the smooth operation of daily office needs while efficiently and professionally assisting with client requests...