With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

David Rosenthal

CFP®, MBA

Private Wealth Advisor

Managing Director of Alinea Advisory Group
Learn more about David Rosenthal

Andrew Phillips

Financial Advisor

Learn more about Andrew Phillips


Our team

Andy Shaver

Andy Shaver

Paraplanner

Qualifications

  • Bachelor of Arts Degree

Roles & Responsibilities

  • Andy manages our client planning process and supports our ongoing advice to our clients all as a Paraplanner/Case Manager.
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Theresa Murphy

Theresa Murphy

Client Service Manager,

Office Manager

Roles & Responsibilities

  • Theresa manages our office ensuring everything runs smoothly.
  • Reach out to Theresa when you need to schedule meetings, update your contact information and general inquiries.
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Garrett Phillips

Garrett Phillips

Client Service Specialist

Roles & Responsibilities

  • He manages all the business processes, money movement and general account related questions.
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Caroline Hulting

Caroline Hulting

Paraplanner

Qualifications

  • BA in Business

Roles & Responsibilities

  • Caroline manages our client planning process and supports our ongoing advice to our clients all as a Paraplanner/Case Manager.
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