Fritz Glasser, CIMA®
Founding Advisor, CEO
Meghan Railey, CFP®
Founding Advisor, CFO
Michael Berger
Director of Client Operations / Chief Compliance Officer
Ryan Klippel, CFP®
Financial Planner / Philanthropy Specialist
Jason Lee
Senior Client Operations Associate
Megan Shannon
Chief of Staff
Milannie Cintron
Executive Assistant
Jeff Morneault, CFP®, EA
Financial Planner
Kenneth Watts, EA
Director of Tax