Meet The Team

John Heinlein Managing Director, Senior Portfolio Manager

Christina Garland, CFP® Senior Wealth Advisor

Dani Ryan, CFP®, CDFA® Senior Wealth Advisor

Jay Schuman, CFP® Wealth Advisor

Stavros Rizakos Wealth Advisor

Gennadiy Todd, CFP® Wealth Advisor

Louis Foxwell, CFA Portfolio Manager

Matthew Holman, CFA Portfolio Manager

Mary Ann Raeke Client Service Manager

Cory Poe Portfolio Associate

Aisha Farooq Client Service Associate

Lauren Szczybor Wealth Advisor

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