We believe that clients deserve the same excellence in their advisor as they have demonstrated in their own lives.

OUR TEAM

Click image below for more information on each team member.

WILLIAM PLATT, CFP®

MANAGING PARTNER, Head of Wealth Management & Financial Planning

WILLIAM PLATT, CFP®

ALLAN BOOMER

PARTNER & CHIEF INVESTMENT OFFICER

ALLAN BOOMER

KYLE PITTS

PARTNER, WEALTH MANAGEMENT

KYLE PITTS

YVETTE ORIAKHI

CHIEF OPERATING OFFICER

YVETTE ORIAKHI

ANDREA GRAY, CRPC®

MANAGING DIRECTOR, WEALTH MANAGEMENT

ANDREA GRAY, CRPC®

JASON MAHABIRSINGH

MANAGING DIRECTOR, WEALTH MANAGEMENT

JASON MAHABIRSINGH

TYLER HOLLEY

SENIOR FINANCIAL ANALYST

TYLER HOLLEY

KELLINAH THOMAS

CLIENT ANALYST

KELLINAH THOMAS

KALEB MUCIUS

Financial Analyst

KALEB MUCIUS