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