Our advisors

Our team

Anna Ferrara

Anna Ferrara

Executive Assistant,

Client Service Manager
Edith (Edie) Stahl

Edith (Edie) Stahl

Marketing Manager

Russell McManus

Russell McManus

Operations Director,

Financial Planning Analyst
Camilla Corder

Camilla Corder

Client Service Manager,

Operations Specialist
Kimberly Miller

Kimberly Miller

Operations Specialist

John Yohe

John Yohe

Financial Planning Assistant,

Operations Specialist
Matthew Walsh

Matthew Walsh

Client Service Specialist,

Operations Specialist
Elizabeth Chung

Elizabeth Chung

Operations Specialist