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.
Barbara Young
Consultant and Advisory Board Member
Cresset
Debra Nesselson
Rabbi
Amichai, LLC
Steve Martino
Retired - SVP, Chief Information Security Officer
Cisco
Christopher Gay, MD
Family Physician
Evolutionary Healthcare
Jonathan Ruga
CEO
Sentry Financial
Jill Shipley
Managing Director and Head of Governance and Education
