OUR TEAM

A keen understanding of the market is essential; however, we believe that private wealth management requires a sophisticated set of tools unique to the industry and objective strategies.

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Our Principals

  • VLADISLAV KRUBICH

    CFP®, CRPC®, APMA®
    MANAGING PRINCIPAL

    Meet Vladislav

  • TONY MAYO

    CFP®, CRPC®, CDFA®, APMA®
    MANAGING PRINCIPAL

    Meet Tony

Our Strategy Team

  • RYAN COBURN

    MBA, CFP®
    CHIEF OF STAFF & DIRECTOR OF FINANCIAL PLANNING

    Meet Ryan

  • ANDREW RAPPOLT MBA

    INVESTMENT PLANNING STRATEGIST

    Meet Andrew

  • NANCY BOCKELMAN

    FINANCIAL PLANNING ASSOCIATE

    Meet Nancy

  • CHRISTOPHER CUSACK

    CHRISTOPHER CUSACK

    FINANCIAL PLANNING ASSOCIATE

    Meet Christopher

Our Advisory Team

  • TRAVIS DAUCHY CFP®

    SENIOR WEALTH ADVISOR

    Meet Travis

  • LENA CAZABAT CRPC®

    LENA CAZABAT CRPC®

    SENIOR WEALTH ADVISOR

    Meet Lena

  • SAM RAYCHAUDHURI APMA®

    SENIOR WEALTH ADVISOR

    Meet Samudra

  • CHRISTIAN KONICKY

    ASSOCIATE WEALTH ADVISOR

    Meet Christian

  • JANICE SCHNEIDER CFP®

    SENIOR WEALTH ADVISOR

    Meet Janice

  • PAUL CARPENTER CFP® CPA/PFS

    SENIOR WEALTH ADVISOR

    Meet Paul

OUR CLIENT RELATIONS TEAM

  • FRANK ORLANDO

    Operations Manager

  • DONNA COHEN

    Office Manager

  • KIMBERLY McDANIELS

    Client Relations Concierge

  • WENDY KONICKY

    Client Relations Concierge

  • SARAH KONICKY

    CLIENT RELATIONS ASSOCIATE

  • Wendy Ruffing

    Client Relations Concierge

    Meet Wendy

  • Sharon Midura

    Client Relations Concierge

    Meet Sharon

Our Affiliates