With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo

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Our advisors

David J Van Schaik

CFP®, CRPC, CLTC®, RICP®

Private Wealth Advisor

Managing Director
Learn more about David J Van Schaik Visit David J Van Schaik's website

Dante Liberti

CFP®

Private Wealth Advisor

Learn more about Dante Liberti Visit Dante Liberti's website

James L Stein

CFP®

Financial Advisor

Associate Vice President
Learn more about James L Stein Visit James L Stein's website


Our team

Silvia Meyer

Silvia Meyer

Client Service Associate

Kashish Singhal

Kashish Singhal

Client Service Associate

Mayank Kishore

Mayank Kishore

Client Service Associate,

Marketing Specialist