Our Team of Experts
Gregory Shaw
Chief Executive Office (CEO)
Greg has over 20 years of experience in portfolio management and investment strategy. He specializes in retirement planning and helping clients achieve long-term financial security.
Jessica Whitman
Senior Investment Manager
Jessica brings her expertise in asset allocation and market analysis to create personalized investment strategies that align with each client's risk tolerance and goals.
Tyler Golden
Senior Portfolio Analyst
With a background in estate planning and wealth transfer, Tyler helps clients secure their family's financial future and manage generational wealth effectively.
Brandon Lough
Vice President, Wealth Management
Brandon brings over 15 years of experience helping individuals and families craft personalized investment strategies tailored to their specific financial goals.
Laura Bernstein
Director of Marketing & Communications
Laura leads brand strategy and client engagement initiatives, ensuring the firm's message resonates with both current and prospective investors.
Michelle Tran
Financial Planning Specialist
Michelle helps clients customize and build tailored financial plans that align with their unique goals and life stages.