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MEET THE TEAM.

We know that a collaborative approach leverages our collective wisdom and leads to better outcomes for our clients and our team.

Eileen O’Connor, MBA, CFP®

CEO and Founder

Read more about Eileen 

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

Read more about Lauren 

Patrick Bradford, CFP®

Associate Wealth Advisor

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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 Portfolio Management & Investment Committee

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Cole DeLucas, CFP®

Wealth Advisor

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Carrie Leinbach

Associate Advisor

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Ivana Link

Senior Client Service Manager

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Karen Loeschner

Office Manager & Special Projects Coordinator

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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

Senior Client Service Manager

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Kelsey Winters

Associate Advisor

Read more about Kelsey