Our People
Our people know your business, understand your industry, and are genuinely invested in what you’re building. The most powerful solutions begin with listening and grow through trust, continuity, and a shared belief in what is possible.
Advisors who show up for you.
You’ll work with dedicated people across every engagement — professionals who know your business, your industry, and the story behind both.
Jillian Polonsky
Robert Mangold
Lisa Bertlshofer
Tamie Palatine
Marissa Moreno
Bridget Fee
Jennifer Trueland
Jill Hall Sanders
Anthony Princiotta
Matthew Overman
Kaitlyn Delfing
Serge Jean-Charles
Tiffany Martinez
Vivek Sharma
Amber Ravenkamp
Jason Wallace
Agnes Frishberg
Christine Pasquarello
Wyatt Jones
Keosha Daniels
Melissa Gilbert
Mig Murphy Sistrom
Meagan Wilson
Stephanie Roman
Brendon Graff
Leona Baker
Andrew Feinstein
Tim Watts
Sam Gellert
Malinda Riquelme
Alexis Chau
Andrew Dipple
Connor O’Brien
Danae Williams
Dylan Nguyen
Isaac Knipel
Laura Nguyen
Tyler Meiluta
Justin Smith
A place to grow, contribute & build what's next.
We give our people the opportunity to learn various service lines with client exposure early in their careers, a culture built around mentorship and promotion from within, ongoing training and professional development coaching, and leadership that is transparent about where the firm is going.
If you are ready to grow at a firm that is independently owned, technology-forward, and genuinely committed to the people it hires, this is where to start.