OUR TEAM IS EXPERIENCED, EMPATHETIC, TENACIOUS AND FOCUSED ON ONE THING. YOU.

From our advisors — part of the top 1% who hold both CFP and CFA designations — to our CPAs with over 100 years combined experience, we pride ourselves on offering only the highest level of expertise and education. We also know that knowledge is only part of what is needed to create a healthy tomorrow. The other key component is trust. That can only come from listening, learning, getting to know you and your goals. As well as the trust that our fiduciaries are legally bound to serving your best interests.

Meet the Team

  • KEVIN PRENDERGAST, CFP, CFA

    PARTNER

  • ZACH GORDON, CPA

    DIRECTOR OF TAX SERVICES

  • BRIAN DORN, AIF

    CHIEF INVESTMENT OFFICER

  • CHRIS DIECKOW, CFA, CFP, CWS

    WEALTH ADVISOR

  • RYAN KAHLENBERG

    WEALTH ADVISOR

  • MICHELE TOMLINSON

    SYSTEM ANALYST

  • KELLY KOVASIC

    CLIENT SERVICE SPECIALIST

  • SEAN POQUETTE

    CLIENT SERVICE SPECIALIST

  • WENDI SVITAK

    RELATIONSHIP MANAGER

Let’s begin the conversation.