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Your financial guides

Think of us as your companion in wealth management. We’re here to give you the same attention and caring, unbiased advice, knowledge, and assistance we would give our own family.

Advisors

Stephen P. Emanuels, CFP®, CPA/PFS, CIMA®, Managing Member, Wealth Advisor

Stephen P. Emanuels

CFP®, CPA/PFS, CIMA®

Managing Member, Wealth Advisor
J. Michael Quigley, CFP®, Managing Member, Wealth Advisor

J. Michael Quigley

CFP®

Managing Member, Wealth Advisor
Jamika Parker, CFP®, Financial Advisor

Jamika Parker

CFP®

Financial Advisor
Nate Tepp, CFP®, Financial Advisor

Nate Tepp

CFP®

Financial Advisor
Courtney Hanrahan, CFP®, Financial Advisor

Courtney Hanrahan

CFP®

Financial Advisor
Michael Okamoto, CFP®, Financial Advisor

Michael Okamoto

CFP®

Financial Advisor
Sarah Emanuels, Financial Advisor

Sarah Emanuels

Financial Advisor

Client Services and Operations

Michael Varga, Client Relationship & Operations Team Manager

Michael Varga

Client Relationship & Operations Team Manager
Audrea Sullivan, Client Service Associate

Audrea Sullivan

Client Service Associate
Brenna Penner, Client Service Associate

Brenna Penner

Client Service Associate
Catherine Quigley, Office Administration

Catherine Quigley

Office Administration
Chloe Eklund Kuo, Client Service Associate

Chloe Eklund Kuo

Client Service Associate

Here to serve.

As fiduciaries, we’re held to the highest standards of good faith and will always put your interests ahead of our own.

Here to serve.

It starts with a conversation.

You have questions. We have answers.

There’s no pressure. We’re here to help.

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