Bob Burlinson
Senior Director, Private Investments
Leigh Shimamoto, JD, CFP®
Sr. Wealth Advisor
Matt Krensky
Senior Wealth Manager, Director
Peter Gifford
Senior Wealth Manager, Director
Stephen Donahue
Senior Wealth Manager, Director
Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.
Senior Director, Private Investments
Sr. Wealth Advisor
Senior Wealth Manager, Director
Senior Wealth Manager, Director
Senior Wealth Manager, Director