Team Biographies

Greg provides investment management, generational planning and wealth transfer solutions through a comprehensive and coordinated approach for clients. This is a focused service for high”net worth individuals,...

Placing his clients' interest first has been the cornerstone of Pat's work, for 20 years, as a financial planner. He understands that each client has a unique set of goals and challenges, and by following a process-driven approach to...

Dan has been an active member in the financial services industry since 1987. He assists in the structure and design of our retirement plans for our corporate clients. He also manages and maintains education, trustee and enrollment...

Jack joined our team in January of 2018. Beginning on our team as a financial assistant he helped manage our financial planning software and financial planning process. He worked hand-in-hand with our advisors and clients to...

Ozzie is our team's Practice Manager working to ensure that all responsibilities of our staff is met. She is also responsible in partnering with the advisors in the continued development, support and growth of our practice. Ozzie also...

Dan joined us in early 2018 with 13 years of experience in day to day operations pertaining to the transfer of assets department with Commonwealth Financial Network. He followed his tenure at Commonwealth by joining Ascensus College...

John joined our team in June of 2019, with 20 years of experience from Fidelity Investments. John's extensive experience was in the retirement area as a Relationship Manager. He worked directly with 401(k) retirement clients and their...

Sharon joined our team in March of 2020, bringing with her 20 years of experience ranging from real estate sales & management to the complexity of commercial project management. Sharon’s focus is simple – a passion for...