Jonathan Straub

Founder & Principal

Scott Davis

Senior Advisor

Alan Bonde

Partner Advisor

Rehan Chaudhry

Partner Advisor

Larry Isaacs

Partner

Ray Prospero

Partner Advisor

Jake Dorman

Advisor

Mitchell Spinneberg

Advisor

Phil Boscarino

UHNW Family Office Services

Michael Arteaga

Private Wealth Manager

Tia Peterson

Financial Analyst

Ronica Baghdishyan

Finance Accounting Manager

Matthew Lovejoy

Head Of Business Development

Tanner Hamilton

Director, Advisory Support

Alexander Brown

Accounting Manager

Riasat Irtiza

Senior Wealth Analyst