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Team photo

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Our advisors

John R Soward

CFP®, CPA

Private Wealth Advisor

Learn more about John R Soward

Ashley Klein

Financial Advisor

Learn more about Ashley Klein

Amanda Urban

MBA

Associate Financial Advisor

Operations Director
Learn more about Amanda Urban


Our team

Harry Griessmeyer

Harry Griessmeyer

Financial Planning Analyst

Roles & Responsibilities

  • Pre and post visit client support
  • Case Analysis
  • Protection Planning
  • Elder Care & Support
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Amanda Coria

Amanda Coria

Financial Planning Specialist

Roles & Responsibilities

  • Case Analysis Lead
  • Scenario Development
  • Goal Setting & Funding
  • Detailed Cash Flow Analysis
  • Social Security, Medicare & Public Pensions
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Isabelle Szeto

Isabelle Szeto

Client Service Specialist

Roles & Responsibilities

  • Client Experience Lead
  • Communications
  • Website & Social Media
  • Scheduling
  • Event Coordination
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