Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Kimberly Crowley
Partner
William T. Curran, CIMA®
Mimi Drake
Partner & Market Leader
Kathy Freed, CFP®
Principal
Caren Holzhauer
Associate
Adam B. Landau, CAIA
Joseph Matus, CFA
Senior Associate
Eric Minnick
Yelena Pelimskaya, CFA
Timothy Ringelstein, CFA
Ari Stanger, CPA
Jennifer Stott
Jacob Talley
Matthew Taylor
EmJay Williams
Brendan Yospa
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
James Izard II
Curious about learning more? Let’s talk.
