Your family office, already assembled.
A multi-family office is only as good as the people inside it. Ours is an experienced team with depth across investment management, tax strategy, financial planning and business-owner planning, all working on your family balance sheet. Meet the unbiased and seasoned professionals behind the coordination.
Mark Tepper, CFP® CEO 
Nate Fischer, CFA®, CMT® Chief Investment Officer,Senior Wealth Advisor
Tony Zabiegala, CRPC® Senior Wealth Advisor 
Matt Bures Chief Operating Officer,Chief Compliance Officer and
Senior Wealth Advisor
Peter Brunton, CFA® Chief Investment Strategist,Senior Wealth Advisor
Dr. Kristin Kelly, JD, CPA, EA Director of Tax Strategies 
Steve DiMichele, CPA®, MSA® Chief Financial Officer 
Dave Abate, CFP® Senior Wealth Advisor 
Rick Eicheldinger, CFP®, EA, CLU® Director of Financial Planning 
Derek Gabrielsen, CRPC® Senior Wealth Advisor 
Brian Martin, CFP® Senior Wealth Advisor 
Gabe Jeudy-Lally Senior Wealth Advisor, Sports & Entertainment 
Anthony Gillaizeau, CRPC® Senior Wealth Advisor 
Robert Lambert, CFA®, CMT® Portfolio Manager andResearch Analyst
Nick Firment Director of Investor Relations 
Sam Petitjean Associate Wealth Advisor 
Cole Frischman, CFP® Associate Wealth Advisor 
Jack Root Associate Wealth Advisor 
Lisa Meluch, CRPC® Project Manager 
Lincoln Nye Investment Associate 
David Kuhr Compliance Consultant 
Brittany Halsey Office Manager