Partners & Financial Advisors

Brian D. Holmes

President, CEO
MS, CFP®, AIF®

Gary K. Liska

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

Mark Copeland

Founding Partner
CFP®, AIF®

Paul Taghibagi

Founding Partner
CFP®, AIF®

Vince DiLeva

Senior Partner
MS, CFP®, AIF®

Theodore E. Saade

Senior Partner
CFP®, CMFC®, AIF®

Jennifer Kim

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

Fritz Miller

Senior Partner
CFP®, ChFC®, AIF®

Eric C. Pritz

Senior Partner
CFP®, CMFC®

John P. Keenan

Senior Partner
CFP®, AIF®, C(k)P®

Michael Evans

Partner
CFP®, CMFC®

Terence Da Cunha

Partner
CFP®, AIF®

Thomas C. West

Partner
CLU®, ChFC®, AIF®

Kathleen Adams

Partner
CFP®, CPWA®

David L. Johnson

Partner
CFP®, AIF®

Hampton C. Adams III

Financial Advisor
AIF®

Robert J. Curtiss

Financial Advisor
CFP®, CWS®, AIF®

Jim Bray

Financial Advisor
CFP®

Jesse Brown

Financial Advisor
CFP®

Len Hirsh

Financial Advisor
MBA, CFP®, AIF®


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