Your Team

Planners

Michael D. Rautiola

CFP®
Co-Founder, CERTIFIED FINANCIAL PLANNER™

Adam J. Finch

CFP®
Co-Founder, CERTIFIED FINANCIAL PLANNER™

Matthew T. Bowden

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

Administrative Team

Bryan Bruce

Director of Operations

Laura Modjeski

Client Services Manager

Isabella Schilling

Client Services Associate

Phil Hollander

Financial Planning Administrative Assistant

Operations

Leslie Remy

Client Operations Manager

Erin Curtis

Client Operations Associate

Drake Doyle

Client Operations Associate