Partners & Financial Advisors

Brian D. Holmes

President, CEO
MS, CFP®, AIF®

Gary K. Liska

Founding Partner
MS, CFP®, AIF®, CMFC®, AAMS®

Mark Copeland

Founding Partner
CFP®, AIF®

Paul Taghibagi

Founding Partner
CFP®, AIF®

Vince DiLeva

Managing Senior Partner
MS, CFP®, AIF®

Theodore E. Saade

Managing Senior Partner
CFP®, CMFC®, AIF®

Jennifer Kim

Managing Senior Partner
MS, CFP®, CMFC®, ChFC®, CLU®

Fritz Miller

Senior Partner
CFP®, ChFC®, AIF®

Eric C. Pritz

Senior Partner
CFP®

John P. Keenan

Senior Partner
CFP®, AIF®, C(k)P®

Terence Da Cunha

Senior Partner
CFP®, AIF®

Michael Evans

Senior Partner
CFP®, CMFC®

Thomas C. West

Senior Partner
CLU®, ChFC®, AIF®

David L. Johnson

Senior Partner
CFP®, AIF®

Hampton C. Adams III

Financial Advisor
AIF®

Robert J. Curtiss

Financial Advisor
CFP®, CWS®, AIF®

Len Hirsh

Financial Advisor
MBA, CFP®, AIF®

Patrick Currall

Financial Advisor
MBA, CFA®

Hayley Wood Bates

Financial Advisor
MBA, CFP®, AIF®

Jonathan Nicolas

Financial Advisor
AIF®, BFA®, C(k)P®, LUTCF

Harry Schiavone

Financial Advisor

Chad Bates

Financial Advisor
CFP®, AIF®

Michael Macauley

Financial Advisor
MBA, CFA®, CFP®

Chad Miller

Financial Advisor
CFA®

Eugene Lev

Financial Advisor
RICP®, AIF®

Kyle Smith

Financial Advisor
CFP®

Andrew Rome

Financial Advisor

John Rasic

Financial Advisor
CFA®, CFP®, CMFC®, AIF®

Chris Gardner

Financial Advisor
CFP®, AIF®

Angela L. Miller

Financial Advisor


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