Nick Ippolito Financial Planner “If I have seen further than others, it is by standing upon the shoulders of giants.” – Sir Isaac Newton As a Financial Planner, I am committed to helping individuals and families build a strong foundation for their financial...
Quin Ingraham Financial Planner “Mediocre people don’t like high achievers, and high achievers don’t like mediocre people.” – Nick Saban As a Financial Planner, I’m committed to uncovering what makes personal finance truly personal. My goal is...
Jacob Martin Investment Associate “The only man who never makes mistakes is the man who never does anything.” – Theodore Roosevelt As an Investment Associate, I am dedicated to supporting both my team and our clients through the accurate and efficient execution...
Amanda Dann Investment Operations Associate “The purpose of life is not to be happy. It is to be useful, to be honorable, to be compassionate, to have it make some difference that you have lived and lived well.” – Ralph Waldo Emerson As an Investment Operations...
Alex Ierardi Financial Planner “To know even one life has breathed easier because you have lived—that is to have succeeded.” – Ralph Waldo Emerson As a Financial Planner, I find meaning in the fact that every action I take—and every action we take as a...
