Fritz Glasser, CIMA®
Founding Advisor, Partner
Meghan Railey, CFP®
Founding Advisor, Managing Partner
Michael Berger
Chief Investment Officer, Chief Compliance Officer
Ryan Hart, 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