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.
Robin Letchinger
Chair, Family Enterprise Practice
Croke Fairchild Morgan & Beres
Trell Rohovit
Technology Founder & Senior Business Leader
Entrepreneur
Jonathan Ruga
CEO
Sentry Financial
Paul Hinds
Former Sr. Managing Director of Cybersecurity
PwC
Barbara Young
Consultant and Advisory Board Member
Cresset
Jill Shipley
Managing Director and Head of Governance and Education
