Your 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™

Administrative Team

Bryan Bruce

Director of Operations

Laura Modjeski

Client Services Manager

Phil Hollander

Financial Planning Administrative Assistant

Isabella Schilling

Client Services Associate

Operations

Leslie Remy

Client Operations Manager

Erin Curtis

Client Operations Associate

Colin Glick

Intern

Drake Doyle

Client Operations Associate