Put our passion to work for you.

Though we are a diverse team of Certified Financial Planner (CFP®) Professionals, Chartered Financial Analyst (CFA®) Charterholders and Certified Public Accountants (CPA)—we all have one thing in common, and that’s a passion for helping our clients fulfill their purpose.

We are always investing in professional training and development to ensure that the minds behind your portfolio are the best of the best—able to deliver the expertise and creativity it takes to build brighter futures.

Dee Ann Remo, CFP®, PFS, CPA
Dee Ann Remo, CFP®, PFS, CPAFounder, CEO and Managing Director
John G. Jordan, III, CFA
John G. Jordan, III, CFAChief Investment Officer and Chief Compliance Officer
Kimberley G. Bolger
Kimberley G. BolgerSenior Director, Client Services and Operations
Eddie Phillips
Eddie Phillips Strategic Client Advisor
Chase Hill, CFP®
Chase Hill, CFP®Director of Client Services & Lead Advisor
Marshall Chambers, CFA
Marshall Chambers, CFALead Advisor
Jonathan Fortin
Jonathan FortinTax Director
Cary Baronian, CFA
Cary Baronian, CFAResearch Manager
Catrice Taylor, PHR, SHRM-CP
Catrice Taylor, PHR, SHRM-CPHuman Resources & Administration Manager
Takisha Smith Robinson
Takisha Smith RobinsonPortfolio Operations Manager
Dennis Song
Dennis SongLead Advisor
Sarah Remo Simmer, CPA
Sarah Remo Simmer, CPARelationship Manager
Alyssa Finchum
Alyssa FinchumRelationship Manager
David W. Roberts II, CPA
David W. Roberts II, CPATax Manager
Jack Lowe, CFP®
Jack Lowe, CFP®Senior Client Service Associate
Petra Coffey, CPA
Petra Coffey, CPASenior Tax Associate
Danielle Wyatt
Danielle WyattSenior Client Service Associate
Liam Wright
Liam WrightClient Service Associate
Trey Childers
Trey ChildersResearch Associate
Gabrielle Taliaferro
Gabrielle TaliaferroBookkeeper & Bill Pay Specialist
Joshua Togger, CFA
Joshua Togger, CFATrading & Portfolio Operations Associate
Sharon Porter
Sharon PorterTrading & Portfolio Operations Associate
Heather McDonald
Heather McDonaldClient Service Administrator
Tivoli Pleasants
Tivoli Pleasants Finance & Human Resources Associate
Natalie Jones
Natalie JonesClient Service Administrator
Patricia Himes
Patricia HimesClient Service Administrator