Meet The Team
John Heinlein
Managing Director, Chief Investment Officer
Christina Garland, CFP®
Senior Wealth Advisor
Matthew Cheney, CFP®, CPWA®, CIMA®
Senior Wealth Advisor
Dani Ryan, CFP®, CDFA®
Senior Wealth Advisor
Jay Schuman, CFP®
Wealth Advisor
Stavros Rizakos
Wealth Associate
Louis Foxwell, CFA
Portfolio Manager
Matthew Holman, CFA
Portfolio Manager
Mary Ann Raeke
Client Service Associate / Office Manager
Cory Poe
Operations Specialist/Trader
Aisha Farooq
Client Service Associate
Matthew
Wealth Advisor