Our advisors

Jeff Toadvine

CFP®, AAMS

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jeff Toadvine Visit Jeff Toadvine's website

Daniel Iachello

CFP®, APMA

Financial Advisor

Vice President
Learn more about Daniel Iachello Visit Daniel Iachello's website

Julia Beatty

CFP®

Registered Practice Associate

Learn more about Julia Beatty Visit Julia Beatty's website


Our team

Mani Chauhan

Mani Chauhan

Client Service Associate,

Financial Planning Analyst
Alejandro Duarte MBA

Alejandro Duarte MBA

Registered Client Service Associate