Meet the Team

President

Megan Brinsfield, MAcc, CPA, CFP^®

General Counsel & Chief Compliance Officer

Kyle Wirth

Founding Partner & Chief Executive Officer

Michael J. Dolberg, CEO

Founding Partner & Chief Development Officer

Robert H. Gorman, CFP^®, MSFS^®, AEP^®

Chief Investment Officer

Eric Sterner, CFA, MBA, CAIA, FRM, CIPM

Senior Vice President of Financial Planning

Bob Ruelle, CLU^®, ChFC^®, CASL^®, MSFS^®, RICP^®, AEP^®, RHU^®, REBC^®, FLMI^®

Wealth Management Advisor

Megan Brinsfield, MAcc, CPA, CFP^®

Wealth Management Advisor

Sabrina Rosh, CFP^®

Wealth Management Advisor

Sean Gates, CFP^®, EA^®

Wealth Management Advisor

Lyndsi Stender, CFP^®

Wealth Management Advisor

Isaac White, CFP^®

Wealth Management Advisor

Kevin Caputo, CFP^®, CIMA^®

Wealth Management Advisor

Michael Green CFP^®, RICP^®, CLU^®, ChFC^®, CLTC^®

Wealth Management Advisor

Melissa Hallmark, CFP^®

Wealth Management Advisor

Kassi Hyde, ChFC^®

Wealth Management Advisor

Michael Lewis, CFP^®, CLU^®, ChFC^®

Wealth Management Advisor

Alexandra Lundgren, CFP^®, CIMA^®

Wealth Management Advisor

Nicholas Pavia, CLTC^®

Wealth Management Advisor

Richard Sebastian, CFP^®

Wealth Management Advisor

Henry Silva, CEPA^®

Wealth Management Advisor

Robert Yu, CFP^®

Senior Relationship Manager

Brandie Blackwell

Relationship Manager

Emily Downie

Relationship Manager

Kay Reel