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Marc Singer, MBA, CFP®
Founding Partner and Advisor |
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Faith Read Xenos, CFP
Founding Partner, Chief Investment Officer
Chief Operating Officer, and Advisor |
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Jay Schechter, JD, CFP
Partner and Senior Advisor |
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F. Scott Wells, CFP
Partner and Senior Advisor |
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Neil Sosler, MBA, CFP
Partner and Senior Advisor |
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Jeff Powell, MBA
Advisor |
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| CFP®, and CERTIFIED FINANCIAL PLANNERTM are certification marks from the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. |
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