Our Advisors

Experts Matter

We are fortunate to call these individuals close advisors. In addition to our Founders' expertise, our advisors' collective knowledge and perspective are woven into everything we do, directly benefiting you, our clients.
Christopher Gay, MD
Family Physician
Evolutionary Healthcare
Barbara Young
Consultant and Advisory Board Member
Cresset
Debra Nesselson
Rabbi
Amichai, LLC
Jill Shipley
Managing Director and Head of Governance and Education
Tiedemann Advisors
Trell Rohovit
Technology Founder & Senior Business Leader
Entrepreneur
Paul Hinds
Former Sr. Managing Director of Cybersecurity
PwC
Q. Wade Billings
Experienced Technology Leader
Executive & Entrepreneur
Jonathan Ruga
CEO
Sentry Financial
Steve Martino
Retired - SVP, Chief Information Security Officer
Cisco
Robin Letchinger
Chair, Family Enterprise Practice
Croke Fairchild Morgan & Beres