Broker Check

Meet the Team

Your interests and goals always come first.

Our team of highly experienced professionals help you articulate and achieve your goals.

At our firm, we have the client—and only the client—in mind.

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

WEALTH MANAGEMENT & CLIENT SERVICES

Jim  Gasparello

Jim Gasparello

Principal, Director of Wealth Management

Greg  Stevens, CFP®, CRPS®

Greg Stevens, CFP®, CRPS®

Principal, Senior Wealth Advisor

Tom  Vautin, CPA®, CFA®, CFP®

Tom Vautin, CPA®, CFA®, CFP®

Senior Financial Planner, Portfolio Manager

Steven  Davis, EA, MST

Steven Davis, EA, MST

Senior Tax Manager

Alex Castrichini

Alex Castrichini

Wealth Advisor

Kelly Birchmore

Kelly Birchmore

Client Services Specialist

INVESTMENT MANAGEMENT

INVESTMENT MANAGEMENT

Robert Lutts

Robert Lutts

Founder and President

Craig  Goryl, CFA®

Craig Goryl, CFA®

Chief Investment Officer, Senior Portfolio Manager

Taylor Haselgard

Taylor Haselgard

Assistant Portfolio Manager

Bo Tang

Bo Tang, CFA®

Research Analyst

TRADING & OPERATIONS

TRADING & OPERATIONS

Sonia Ernst

Sonia Ernst

Principal, Manager of Trading and Operations

Craig  Cooper

Craig Cooper

Trading & Operations Associate

Jill Alas

Jill Alas

Accounts Payable / Accounts Receivables Controller

Cathy  Kirby

Cathy Kirby

Marketing & Operations Associate

Client Centered

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.