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