Put our passion to work for you.

Though we are a diverse team of Certified Financial Planners (CFP®), Chartered Financial Analysts (CFA®) and Certified Public Accountants (CPA)—we all have one thing in common, and that’s a passion for helping our clients fulfill their purpose.

We are always investing in professional training and development to ensure that the minds behind your portfolio are the best of the best—able to deliver the expertise and creativity it takes to build brighter futures.

Dee Ann Remo, CFP, PFS, CPA
Dee Ann Remo, CFP, PFS, CPAFounder, CEO and Managing Director
John G. Jordan, III, CFA
John G. Jordan, III, CFAChief Investment Officer and Chief Compliance Officer
Chase Hill, CFP
Chase Hill, CFPDirector of Client Services & Lead Advisor
Marshall Chambers, CFA
Marshall Chambers, CFALead Advisor
Jonathan Fortin
Jonathan FortinTax Director
Catrice Taylor, PHR, SHRM-CP
Catrice Taylor, PHR, SHRM-CPManager of HR & Administration
Kelsey Storsved
Kelsey StorsvedProcess & Operations Manager
Cary Baronian, CFA
Cary Baronian, CFASenior Investment Analyst
Takisha Smith
Takisha SmithPortfolio Operations Manager
Jonathan Bailey, CFP, CPA
Jonathan Bailey, CFP, CPASenior Client Service Associate
Alyssa Finchum
Alyssa FinchumSenior Client Service Associate
Danielle Wyatt
Danielle WyattClient Service Associate
Jack Lowe
Jack LoweClient Service Associate
Sarah Wunschel
Sarah WunschelTax Associate
Gabrielle Taliaferro
Gabrielle TaliaferroBookkeeper & Bill Pay Specialist
Joshua Togger
Joshua ToggerTrading & Portfolio Operations Associate
Sharon Porter
Sharon PorterTrading & Portfolio Operations Associate
Chris Dellinger
Chris DellingerOperations & Administrative Specialist
Ramona Mitchell
Ramona MitchellClient Service Administrator
Natalie Jones
Natalie JonesClient Service Administrator