Our advisory team has worked with high and ultra-high net worth individuals and their families as well as businesses of all sizes. We are complemented by a talented support team dedicated to delivering an exceptional client experience.
- Jack Priebe, Head of Advanced Planning
- Perry Smith, Head of Estate & Business Planning
- Daniel Murphy, Analyst, Design Center
- Ami Howes, Supervisory Officer
- Victoria Bravo, Director, Client Services
- Theresa Failla, Director, Marketing
- Stephen McGrath, Practice Management Assistant