Our Team

Vice President, Private CFO®
Director of Business & Technology Operations
Director of Operations
Tax and Business Services Group
Director Of First Impressions
Vice President, Private CFO®
Vice President, Private CFO®
Wealth Plan Design Specialist
Marketing Specialist
Client Service Specialist
Vice President, Private CFO® CFP®
Vice President, Private CFO®
Director of First Impressions
Vice President, Private CFO®