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

Rufus Cressend

CFP®, BFA, CRPC, APMA, CEPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Rufus Cressend Visit Rufus Cressend's website

James Ray

APMA

Financial Advisor

Learn more about James Ray Visit James Ray's website

Ellen Morvant

CFP®, APMA, CSRIC®

Financial Advisor

Learn more about Ellen Morvant Visit Ellen Morvant's website

Jarod L Hopper

MBA, BFA, APMA

Financial Advisor

Learn more about Jarod L Hopper Visit Jarod L Hopper's website


Our team

Dawn M. Hall

Dawn M. Hall

Operations Director,

Chief Operating Officer of Waterfront Wealth Management
Gina Huth

Gina Huth

Client Concierge

Shelby Cressend

Shelby Cressend

Financial Planning Specialist

Leslie Cambre

Leslie Cambre

Financial Planning Assistant

Danielle Catalanotto

Danielle Catalanotto

Executive Assistant