Empowering People Through Wealth Creation
Our Promise To You
We Act With Your Best Interest At Heart At All Times
Our goal is to create relationships that are so significant that we are your second thought when life is pushing you to take action. As a team of creative problem solvers, we are your guides on the path to True Wealth.
Fiduciary Advice
As fiduciaries, we are legally and ethically obligated to act in your best interests at all times. Trust is at the core of everything we do.
Transparency
We are committed to complete transparency around our advice and fees so you can have the confidence to make educated, informed decisions.
A Collection of Thinkers, Learners, and Problem Solvers
Eric Negron, CEPA, AWMA
CEO | MANAGING PARTNER
Amy Colton, MBA, CDFA
PRESIDENT OF DIVORCE MADE SIMPLE | WEALTH ADVISOR
Chad Rixse, CRPS®
DIRECTOR OF FINANCIAL PLANNING | WEALTH ADVISOR
Meghan Rutherford
MANAGING DIRECTOR OF OPERATIONS
Kevin Churchill, CFA, CFP
CHIEF INVESTMENT OFFICER
Michael Sokolowski, CPA
TAX ADVISOR
Michelle Fuccella
FINANCIAL PLANNING ANALYST
Christopher Marrone, CFP
WEALTH ADVISOR
Nick Wolf, CFP, CEPA
EXIT PLANNER | WEALTH CFO
Aspen West, CFP
BUSINESS ADVISOR | WEALTH CFO
Melody Brady, MBA, CFP®
WEALTH CFO
Lauren Mulligan
DIRECTOR OF OPERATIONS
Debra Bigler
DIRECTOR OF BUSINESS DEVELOPMENT
Christopher Amores, MPA
CHIEF TECHNOLOGY OFFICER
Elise Abrego
DIRECTOR OF FINANCE
Kelle Schnabel, CLU, LTCP
INSURANCE DIRECTOR | LTC SPECIALIST MEDICARE STRATEGIST
Katie Cline, PMP
DIRECTOR OF MARKETING
Donovan Sealy
FINANCIAL PLANNING ASSOCIATE
Ashley Harkey
CLIENT OPERATIONS ASSOCIATE
Happy Witt
Billing Operations Associate
Laurie McAleenan
DIRECTOR OF CEO SUPPORT & COLLABORATION
