Our Team

Planners

Adam J. Finch

CFP®
Co-Founder, CERTIFIED FINANCIAL PLANNER™

Michael D. Rautiola

CFP®
Co-Founder, CERTIFIED FINANCIAL PLANNER™

Matthew T. Bowden

CFP®, CLU®, ChFC®
CERTIFIED FINANCIAL PLANNER™

Phillip S. Hollander

CFP®
CERTIFIED FINANCIAL PLANNER ™️

Operations

Nikki Calloway

Director of Operations

Erin Harlow

Client Operations Manager

Leslie Remy

Senior Client Operations Associate

Ellen Miller

Client Operations Associate

Client Services

Laura Modjeski

Client Services Manager

Grace O'Malley

Client Service Associate

PJ Ingram

Intern

Hannah Finch

Intern