Gideon Strategic Partners is an independent financial services firm specializing in tax-efficient investments, risk management, retirement & estate planning.

Finance

Gideon Strategic Partners

Robert D. Amoruso

Salim Admon

Andrew Cuevas

Edwin R. Kispert III

Joseph Michael

Patrick Norton

Amber Boucher

Caroline Goldsmith

Trevor Charlston

Pegah Rahmani

Jolie Karunuñgan

Bre Rekenthaler

Erik Oros

The Finance and Operations team at Gideon Strategic Partners manages the firm’s financial activities, optimizes operational efficiency, and ensures seamless service delivery. They handle underwriting, client services, project management, financial planning, and investment analysis to support tax-efficient investments, risk management, and comprehensive retirement and estate planning solutions.

Finance and Operations

Leadership Team

Finance and Operations

About

Team members

Other teams at Gideon Strategic Partners

Leadership Team