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Celebrating 25 years 1997 – 2022

Contact

Amy Weinberg

Client Service Associate

Elizabeth Kevelin

Office Assistant

Giff Lehman, MBA

Retired Advisor, Partner

Heidi Bohn

Client Service Associate

Jenna Reynolds

Director of Operations

Jessica Cutler

Sr. Investment Associate

Katherine Woolever

Investment Associate

Kay Oh

Paraplanner

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

Founded for the right reason

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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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