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.
Steve Martino
Retired - SVP, Chief Information Security Officer
Cisco
Jonathan Ruga
CEO
Sentry Financial
Barbara Young
Consultant and Advisory Board Member
Cresset
Trell Rohovit
Technology Founder & Senior Business Leader
Entrepreneur
Brad Fisher
Executive & Family Business Expert
Entrepreneur
Debra Nesselson
Rabbi
Amichai, LLC
Jill Shipley
Managing Director and Head of Governance and Education
