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Meet The Team
John Heinlein
Managing Director, Chief Investment Officer
Matt Rockstroh
Managing Director, Operations & Compliance
Christina Garland, CFP®
Wealth Advisor
Jay Schuman, CFP®
Wealth Advisor
Matthew Cheney, CFP®, CPWA®, CIMA®
Wealth Advisor
Stavros Rizakos
Wealth Associate
Louis Foxwell, CFA
Sr. Equity Analyst/Asst Portfolio Manager
Matthew Holman, CFA
Sr. Equity Analyst/Asst Portfolio Manager
Mary Ann Raeke
Client Service Associate
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Matthew
Wealth Advisor
