Meet the Team
-
Rob Cucchiaro, CFP®
Partner
-
Hal Porter, MBA
Partner
-
Scott Terry, CFP®
Financial Planner
-
Ryan McCloskey, CFP®
Chief Operating Officer
-
Jennifer Butler, CFP®
Director of Financial Planning
-
Madison Karayiannis, EA, MAcc
Head of Tax Strategy
-
Debbie Pham, EA
Tax Director
-
Dustin Burkhart, EA, CFP®
Financial Planner
-
Nick Lemus, CFA®
Portfolio Trader & Administrator
-
Geoffrey Griffin
Relationship Manager
-
Kevin Burt
Client Service Associate
-
Maryline Cucchiaro
Office Manager