Our advisors

Steven Haas

Steven Haas

CFP®, MBA

Private Wealth Advisor

Managing Partner
Learn more about Steven Haas Visit Steven Haas's website
Nicholas Guiditta

Nicholas Guiditta

CRPC®

Financial Advisor

Managing Partner
Learn more about Nicholas Guiditta Visit Nicholas Guiditta's website
Derek Packett

Derek Packett

Financial Advisor

Learn more about Derek Packett Visit Derek Packett's website

Our team

Holly Haas

Client Concierge,

Executive Assistant

Sarah Wade

Client Concierge,

Executive Assistant

Jennifer Wilber

Client Concierge,

Executive Assistant

Nancy A. Dobrzanski

Paraplanner,

Executive Assistant

Keith Dupree

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ professional

Mitchell Siqueiros

Operations Specialist