Andrew has always been fascinated by complex things. The more complicated something is, the more he wants to understand it and fix it....
Teresa J. Leonard
Teresa enjoys a challenge, from her days as pension administrator reconciling assets to the penny to today’s problem-solving for audit calls. Detail-oriented and...
Jeff Lee
Jeff is passionate about helping clients uncover and achieve their personal and financial aspirations. With a background in values-based investing, he enjoys having...
Susan T. Quiles
Susan gets the job done. She is a team player and goes the extra mile to assist others, whether a coworker or a...