Our Team

Chris Forte – CIMA®

Managing Partner

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Todd Wagenberg – CIMA®

Managing Partner

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Dena Soule – IACCP®

Managing Partner and Chief Compliance Officer

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Matthew Croissant – J.D.

Senior Financial Consultant

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Avery Hasenauer – CFP®, AIF®

Senior Financial Consultant

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Jeff Petherick – CFA®

Senior Investment Consultant

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Amy Hutto

Director of Client Relations

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Jennifer Caringi