Our Team

 
  • Joe Grabar, MSFS, CMT®, CFP®

    Joe Grabar, MSFS, CMT®, CFP®

    Managing Principal

  • Michael Davis

    Michael Davis

    Registered Financial Associate (RFA©)

  • Chris Gure, RFC®, PPC®

    Chris Gure, RFC®, PPC®

    Investment Consultant

  • Michael R. Hemmerich

    Michael R. Hemmerich

    Investment Consultant

  • Jonathan Pope

    Jonathan Pope

    Wealth Advisor

  • Jack Watson

    Jack Watson

    Managing Director

  • Michele Tronzano

    Michele Tronzano

    Director of Client Relations

  • Corey Grabar

    Corey Grabar

    Marketing Director & Corporate Liaison

  • Ana Carter

    Financial & Operations Principal