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.
(Clockwise from top) Rob Lutts, President with principals: Greg Stevens, Senior Wealth Manager; Sonia Ernst, Operations & Trading Manager; and Jim Gasparello, Director of Wealth Management.
WEALTH MANAGEMENT & CLIENT SERVICES
Jim Gasparello
Principal, Director of Wealth Management
Greg Stevens, CFP®, CRPS®
Principal, Senior Wealth Advisor
Tom Vautin, CPA®, CFA®, CFP®
Senior Financial Planner, Portfolio Manager
Steven Davis, EA, MST
Senior Tax Manager
Tyler Swaim, ChFC®
Wealth Advisor
Steven Ross, MSA
Tax Advisor
Alex Castrichini
Wealth Advisor
Kelly Birchmore
Client Services Specialist
INVESTMENT MANAGEMENT
Robert Lutts
Founder and President
Craig Goryl, CFA®
Chief Investment Officer, Senior Portfolio Manager
Patrick Creahan, CFA®, CAIA®
Portfolio Manager
Taylor Haselgard
Assistant Portfolio Manager
Bo Tang, CFA®
Research Analyst
TRADING & OPERATIONS
Sonia Ernst
Principal, Manager of Trading and Operations
Craig Cooper
Trading & Operations Associate
Jill Alas
Accounts Payable / Accounts Receivables Controller
Cathy Kirby
Marketing & Operations Associate
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.