Fritz Glasser, CIMA®
Founding Advisor, Partner

Meghan Railey, CFP®
Founding Advisor, Managing Partner

Michael Berger
Chief Investment Officer, Chief Compliance Officer

Ryan Klippel, CFP®
Financial Planner, Philanthropy Specialist

Jason Lee
Senior Client Operations Associate

Megan Shannon
Chief of Staff

 

Milannie Cintron
Executive Assistant

 

Kenneth Watts, EA
Director of Tax

 

Blake Broussard
Wealth Management Associate