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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Donna joined the firm in 2004 bringing with her 7 prior years in Investment Operations and 15 years in Business Administration. Donna works to enhance client relationships and provide operational support to all team members. Donna assists clients with opening accounts, transferring assets, operational details and completing various level of paperwork as needed.
Sascha joined us in October 2022 – Her previous years’ experience working with Fidelity Investments focusing on qualified employer sponsored plans and assisting clients has aided her in her role as Client Service Specialist. Sascha is responsible for strengthening client relationships, conducting daily transactions at client’s requests, reviewing and rebalancing client portfolios, and assisting with general research.
Josh joined us in March 2025 after earning his Bachelor in Science Degree in Business Admin, Concentration in Corporate Finance and Entrepreneurship. He is responsible for conducting transactions at client's requests, including rebalancing client accounts, research, assisting w-meeting prep and Comprehensive Financial plan development. Josh completed internships at Franklin Templeton & Northwestern Mutual while in college
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