Our Team
We build our team with a simple principle in mind. Find good people. And...we found them!
Each of our advisors embraces our mission and core values.
Matthew J. Kelley, CFP®, AIF® BA - Fairfield University
David E. Bright, M.D BA - Duke University, M.D. - University of Maryland
Maryan Jaross, AAMS® BA - Skidmore College
Greg Johnson BS - Western Michigan University
Colin M. Barber BS - New York Institute of Technology
Interested in joining our team? Learn more about what it takes by clicking here.
