Hairold Lopez

Hairold Lopez

Financial Planning Team

“An investment in knowledge pays the best interest.”
— Benjamin Franklin

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Ken Jobson

Ken Jobson

Financial Planning Team

“Financial literacy is not about wealth but about understanding money regardless of the amount. It's about how you treat it and how you maximize opportunities.”
— Mellody Hobson

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Michael S. Aloian

Michael S. Aloian

Director
Portfolio Management Team
Chairman, Investment Committee

“When you always do the right thing for a client and find the right balance of risk and reward, the relationship will strengthen over the long term.”

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Monica Kaufman

Monica Kaufman, CFP™

Director
Financial Planning Team

“Money is a set of tools in your hands: what do you want to build with it?”

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Alan Rosenfield

Alan E. Rosenfield

Managing Director
Portfolio Management Team
Investment Committee

“We address our clients’ financial challenges by providing access to our entire team and our business network. Access isn’t based on the size of your assets but by the elite status of being our client.”

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Dale Boettcher

Dale Boettcher, CRPC™

Director
Investment Advisor Team

“Our purpose isn’t simply to make investments for clients, but to understand their needs and goals and to articulate a plan that helps them achieve those goals and address those needs.”

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Heather vanLandingham

Heather van​Landingham

Operations

“Long term thinking and planning enhances short term decision making. Make sure you have a plan of your life in your hand, and that includes the financial plan and your mission.”
— Manoj Arora

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Wende Feller

Wende Feller, PhD

Investment Committee

“Research is the cornerstone of investing. Investigation and examination have become even more important to life decisions in this era of Internet publishing where rumor and opinion often parade as facts.”

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Jeff Henley

Jeff Henley

Director
Investment Advisor Team

“Listening to our clients is an important component of our investment philosophy. This allows us to truly tailor an investment strategy to a client’s needs and goals.”

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