Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
(Left to Right, Top to Bottom) Greg Stevens, Managing Partner and Senior Wealth Manager; Jim Gasparello, Managing Partner and Director of Wealth Management; Craig Goryl, Partner, Chief Investment Officer; Sonia Ernst, Managing Partner and Operations & Trading Manager; Rob Lutts, Founder and Managing Partner; and Tom Vautin, Partner.
WEALTH MANAGEMENT & CLIENT SERVICES
Jim Gasparello
Managing Partner, Director of Wealth Management
Greg Stevens, CFP®, CRPS
Managing Partner, Senior Wealth Advisor
Tom Vautin, CPA, CFA, CFP®
Partner
Tyler Swaim, ChFC®
Senior Wealth Advisor
Alex Castrichini, CFP®
Wealth Advisor
Steven Davis, EA, MST
Senior Tax Manager
Steven Ross, MSA
Tax Advisor
Kelly Birchmore
Client Services Specialist
INVESTMENT MANAGEMENT
Robert Lutts
Managing Partner, Founder
Craig Goryl, CFA
Partner, Chief Investment Officer
Patrick Creahan, CFA, CAIA
Portfolio Manager
Taylor Haselgard
Portfolio Manager
Bo Tang, CFA
Research Analyst
TRADING & OPERATIONS
Sonia Ernst
Managing Partner, Manager of Trading and Operations
Craig Cooper
Trading and Operations Associate
Megan Bogart
Client Services and Operations Specialist
Cathy Kirby
Marketing and Operations Associate