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Our Team

Investment Management

Financial Planning

David is a CFP®, Crossfit® enthusiast and enjoys taking family trips to Walt Disney World.

David R. Roberts, CFP^®

Financial Advisor

Jae is CFA charterholder and devoted community volunteer.

Jae Y. Song, CFA

Sr. Quantitative Research Manager

Gordy is a CFP® who loves to cook and try new restaurants.

Gordon J. Thomas, CFP^®

Financial Advisor

Michelle, her husband, and their two young boys love to travel.

Michelle J. Vacca

Operations and Client Service Team Lead

Kathryn is a first time mom and tends a small farm with her husband.

Kathryn O. Voas

Operations Specialist

Ben is CFA Charterholder and enjoys teaching (and learning) through athletics.

Benjamin B. Wallace, CFA

Portfolio Manager, Research Director

Molly has been to over 20 national parks.

Molly Grimes Welch, CFP^®

Financial Advisor

Abby has a pet bearded dragon and a turtle.

Abigail Witherell

Client Service Associate

Emily is a CFP® and loves to travel.

Emily Grimes Wood, CFP^®

Principal, Vice President

Load More People

Our process: Part art. Part science. All about you.

01.
Share Info
02.
Develop Plan
03.
Build Portfolio
04.
Actively Manage
05.
Review & Revise

Latest News & Insights

04.25.25 | Financial Planning

Thinking of Moving to a Warmer Climate to Save Money? A Primer on Establishing Domicile or Legal Residency

By Karen Kelly, CFP®

04.21.25 | Financial Planning

Cost Basis Adjustment: A Powerful Planning Strategy

By Todd A. Herman, CFP®

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