Team

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

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

Founding President
Chartered Life Underwriter

Natalie Thornhill Pirro

Supervisor - Wealth & Client Experience
Digital Marketing Controller

Jacqueline A. Boulos

Business Manager

Doreen Todd

Account Executive

Michael Lutes CFP, CLU

Certified Financial Planner

Louai Bibi

Advisor Associate

Stephanie Vaziri

Administrative Assistant

Adam Skube

Partnership – Partner
Employee Benefits & Pension

Jill Fratpietro

Partnership – Director
Employee Benefits & Pension