Meet the Team

Eileen O’Connor, MBA, CFP®

CEO and Founder

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Jen Dawson, CFP®

Owner and Managing Director

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Bret Caling

Chief Operating Officer and Managing Principal

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Lauren Andretich

Client Service Manager

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Michael Byman, MBA, CFP®

Senior Wealth Advisor

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Steven Cherry, CFP®

Wealth Advisor

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Zack Cox

Head of Trading & Investment Committee

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Cole DeLucas, CFP®

Wealth Advisor

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Beth Kaufman

Head of Billing and Reporting

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Carrie Leinbach

Associate Advisor

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Ivana Link

Client Service Manager

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Paige Mabry, CFP®

Wealth Advisor

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Ally Mastrota, CFP®

Wealth Advisor

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Amy Mitchell, CFA, CFP®

Senior Wealth Advisor

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Kate Niemiec

Client Service Manager

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