Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Our advisors

Mike Garofalo

CRPC, APMA®, CEP®

Private Wealth Advisor

Chief Executive Officer of Bering Street Advisors
Learn more about Mike Garofalo Visit Mike Garofalo's website

Matthew D Landry

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Matthew D Landry Visit Matthew D Landry's website

Scott Bowers

MBA

Financial Advisor

President of Bering Street Advisors
Learn more about Scott Bowers Visit Scott Bowers's website

Jeannie Thao-Houane

Financial Advisor

Senior Vice President of Bering Street Advisors
Learn more about Jeannie Thao-Houane Visit Jeannie Thao-Houane's website

Aaron Trevino

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Aaron Trevino Visit Aaron Trevino's website

Thomas Doggett

BFA, AAMS®, CRPC, APMA®

Financial Advisor

Learn more about Thomas Doggett Visit Thomas Doggett's website


Our team

Carolyn Garofalo

Carolyn Garofalo

Paraplanner

Jane Shavlan

Jane Shavlan

Office Manager

Arika Thomas

Arika Thomas

Marketing Specialist

Cindy Burnham

Cindy Burnham

Administrative Assistant

Catherine Austin

Catherine Austin

Administrative Assistant