Our Team

Team Members In

Wealth Planning

Scott Clark

CFP®, CEPA®, CRPC®, CRPS®

Vice President, Wealth Strategist

Ignacio D’Windt

LLB, JD, LLM

Director, Wealth Planner

Michael Daniels

CFP®, AWMA, CEPA

Associate Director, Wealth Planner

Brandon Deckert

CFP®

Director, Wealth Planner

Will Gandert

CFP®, RICP

Vice President, Wealth Strategist

Tina Malek

CPA

Vice President, Wealth Strategist

Michelle Peck

Director, Wealth Planning

Daniel Tesfaye

CFP®, CPWA®, MSF

Director, Wealth Planner

Daniela Truver

CFP®, CTFA

Wealth Strategist

A.J. Volpe

Associate Director, Wealth Planner