The strength of the team is each individual member. The strength of each member is the team.

Shawn Todd CFP

Partner / CEO – Chief Executive Officer
Certified Financial Planner

Corey Butler

Partner / CIO - Chief Investment Officer
Wealth Advisor

Michael Lutes CFP, CLU

COO - Chief Operating Officer
Director, Financial Planning
Certified Financial Planner

Brian P. Adams CLU, CH.F.C.

Founding President
Chartered Life Underwriter

Jacqueline A. Boulos

Director – Operations & Client Services
Risk Management & Insurance

Natalie Thornhill Pirro

Supervisor - Wealth Management & Client Experience
Digital Marketing Controller

Stephanie Vaziri

Business Coordinator
Financial Planning, Risk, & Wealth Management
Employee Benefits & Pension Support

William Henriksen CFP, CLU

Certified Financial Planner

Doreen Todd

Account Executive

Adam Skube

Partnership – Partner
Employee Benefits & Pension

Jill Fratpietro

Partnership – Director
Employee Benefits & Pension