Our Team

Team Members In

Strategic Consultants

Jeffrey Carlson

CFP®

Principal, Senior Strategic Advisor

Gregory Carlson

CFP®

Principal, Senior Strategic Advisor

Joe Heider

JD, ChFC® , CLU®, AIF®

Consultant

Matthew Karpas

Principal, Senior Strategic Advisor

Frank Mastrapasqua

Ph.D.

Senior Strategic Advisor

Kevin Myeroff

CFP®, CPA

Principal, Senior Strategic Advisor

Ali Nasser

CFP®, AEP®, CEPA®

Strategic Lead – Wealth Integration System for Entrepreneurs™