We welcome our newest members and look forward to building our local community together!
Paul Cordero CFP®, EA, Attune Financial Planning
Andreas Ernst
Patricia Fata, CFP®, Fata Financial
Juan Gachet, Morgan Stanley
Parker Landolf, CFP®, Mercer Advisors
Maria Angelica San Felipe, CFP®
Seth Scholar, Parallel Advisors
Yezhou Wang, SyntheticFi LLC