Our Team
Your guide through uncharted waters
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Jonathan Amoia
Partner, Managing Director
Eduardo Andrade
Partner, Managing Director
Victor Batista
Associate, Marketing & Operations Manager
Ciarra Bays
Senior Associate, Operations Manager
Greg Blake
Partner
Megan Hayden, CFP®
Senior Associate, Relationship Manager
Vicky Jean
Director of Operations
Meredith A. McCall
Associate, Relationship Manager
Gregory Powers, CFP®, ChFC®, CIMA
Partner, Managing Director
Landon Rozewski
Investment Analyst, Advisor Associate
Jonathan Rosner
Vice President, Wealth Advisor
Carlos Sanchez
Partner, Managing Director
Matthew Sanchez
Partner, Managing Director
Andrew Schiff, JD
Partner
Richard Sichel
Partner, Managing Director
Robert Sichel
Partner, Managing Director
Will Sterling
Partner
Deatra Vailes
Partner
Julianna Zin
Senior Associate, Relationship Manager