Meet the team that treats every client as a person, not a portfolio.
Dan Moskowitz, CFP®
President and Chief Investment Officer
John Lui
Managing Director and Chief
Investment Strategist
Brian McGeough, CFP®
Senior Relationship Manager
Tucker Sandercock
Relationship Manager
Kori Willis
Client Service Administrator
Your Prosperity is Our Priority.
Chief Moral Officer
Client Services Team
Christy Hartigan
Client Services Associate