Meet Our Team

 Committed to providing our clients with the attention, service, and empathy they deserve.

  • Judy Rubino

    CFP® / CO-FOUNDER + PRIVATE WEALTH ADVISOR

    Read Bio

  • Kari Skedsvold

    CRPC® / CPA® / CO-FOUNDER + PRIVATE WEALTH ADVISOR

    Read Bio

  • Devin Moran

    CFP® / PARTNER + LPL FINANCIAL ADVISOR

    Read Bio

  • Mercedes Napoli

    CFP® / PARTNER + LPL FINANCIAL ADVISOR

    Read Bio

  • Bree Steigers

    FINANCIAL PLANNING ASSISTANT

    Read Bio

  • Caitlin “Katie” Guglielmo

    CLIENT SERVICE COORDINATOR

    Read Bio