Our Team
The team behind your wealth
Four partners with complementary expertise, decades of experience, and a commitment to transparent, human-centered advice.
Wealth Management & Compliance Partner
FINRA-licensed securities representative and investment adviser with a Master's in Financial Planning. Previously operated his own RIA and knows the regulatory landscape from the inside. CEPA certification makes him a specialist in business valuation and exit planning. Responsible for investment strategy, securities execution, client advisory relationships, regulatory filings, and exit planning leadership.
What this means for you
Your advisor holds the same licenses that Wall Street professionals carry — plus the exit planning credentials to guide business owners through their most important transaction. He's not advising from theory; he's built and run his own firm.
Operations & Strategy Partner
Extensive experience serving high-net-worth and ultra-high-net-worth clients. Series 9/10 licensing enables supervisory oversight and advanced trading authorization. Responsible for business operations, client relations, supervisory compliance, and insurance coordination.
What this means for you
Your advisor has the credentials and experience to handle complex situations. She's here every day running the business with you in mind.
Technical Partner
Jayson Joseph
Built and deployed mission-critical infrastructure serving complex, regulated environments. Responsible for platform architecture, technology strategy, data security, and ensuring every recommendation is auditable and compliant.
What this means for you
The technology backbone isn't an afterthought — it's architected from day one by someone who's done this for complex, regulated environments.
Bookkeeping & Operations
Specializes in client bookkeeping services, financial record-keeping, and accounts management. Supports the Architect tier's comprehensive bookkeeping services for business owner clients.
What this means for you
For Architect clients, your bookkeeping is handled by the same firm managing your wealth. One less vendor to manage.
Meet the team that understands your situation
Book a discovery call and see how our experience can work for you.