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