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.
Jonathan Ruga
Sentry Financial
Jill Shipley
Managing Director and Head of Governance and Education
Tiedemann Advisors
Barbara Young
Consultant and Advisory Board Member
Jeffrey Stowell
Managing Director
Royal Street Ventures
Christopher Gay, MD
Family Physician
Evolutionary Healthcare
Paul Hinds
Former Sr. Managing Director of Cybersecurity
Debra Nesselson
Amichai, LLC
Trell Rohovit
Technology Founder & Senior Business Leader
Robin Letchinger
Chair, Family Enterprise Practice
Croke Fairchild Morgan & Beres
Q. Wade Billings
Experienced Technology Leader
Executive & Entrepreneur
Steve Martino
Retired - SVP, Chief Information Security Officer