Troy E. Bute, CFP®

Senior Wealth Advisor | Co-founder

Richard G. Marks, CPA, CGMA

Director of Tax Services | Partner

William J. Murphy, MBA, SHRM-CP

Chief People Officer | Partner

Brian M. Niksa, CFP®

Director of Financial Planning | Senior Wealth Advisor | Partner

Amber M. Salzman, FPQP™

Director of Client Service | Partner

Jason D. Telford, CFA®, CFP®

Senior Wealth Advisor | Partner

Aldo Vultaggio, MBA, CFA®, CAIA®, AIF®, CPA

Chief Investment Officer | Partner