Charlie Brown IV, CFP®
Founder and Principal
Paul Yeager
Chief Operations & Compliance Officer
Michael Neill, CFA®
Director of Investments and Trading
Connor Gallivan
Financial Advisor
Indrani Namilikonda
Director of Client Experience
Theresa Duenke
Client Service & Operations Associate
Brody Rosenfeld, CPA, CFP®
Third Party Financial Planning Consultant with Foundation Financial Planning
Elias Young, CFP®
Third Party Financial Planning Consultant with Foundation Financial Planning