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Amy Weinberg

Sr. Client Service Associate

Elizabeth Kevelin

Office Assistant

Erik Larsen

Client Service Investment Associate

Giff Lehman, MBA

Retired Advisor, Partner

Jenna Reynolds

Director of Operations, Partner

Jessica Cutler

Sr. Investment Associate

Kay Oh


Kevin Mahoney, CFP®, CIMA®

Advisor, COO, Partner

Liz Gibson

Investment Associate

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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