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Alex Black, CFP®

Associate Advisor

Amy Weinberg

Client Service Associate

Elizabeth Kevelin

Office Assistant

Giff Lehman, MBA

Retired Advisor, Partner

Heidi Bohn

Client Service Associate

Jenna Reynolds

Investment Operations Manager

Jessica Cutler

Sr. Investment Associate

Katherine Woolever

Investment Associate

Kay Oh

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Ken Cranstone, CFP®

Associate Advisor

Kevin Mahoney, CFP®, CIMA®

Advisor, COO, Partner

Michelle Arroyo

Office Manager

Mike Leavy, CFA

Advisor, CIO, Partner

Tanya Stanberry

Client Service Associate

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Whether you are a new investor looking for discerning guidance or you are a seasoned investor looking for a strategic partner, it would be our honor to work with you.

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