Our Team
Your Collaborative Advisors.
Robin Patin, CFP®, CPWA®
Principal
Joanna C. Aiken, AAMS®
Principal
Casey Clure, CFP®
Principal
Mark Clure, CFP®
Principal
Jim DeCota
President and Principal
Bill DeMar, CFP®
Principal
Taylor M. Greenleaf
Principal
Sean Harrell
Senior Wealth Advisor
Noah Jacobson, CFP®
Principal
David Jones, AAMS®
Principal
Stephen Sear
Principal
Joe Stern, RMA
Principal
Joseph Sweis, CFP®, CPWA®
Managing Director
Drew Thompson, CFP®, AAMS
Principal
Terry Levenberg, CFP®, CRPC®
Senior Wealth Advisor
Toussaint Bailey
Chairman
Translating Wealth Into Fulfillment
