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Our Team

One team around your whole picture. Meet the people who will know your family by name.

  • Steve Gessner, CFP®

    Partner and Co-Founder

  • Todd Paradise, CFP®

    Partner and Co-Founder

  • Nicole Reese

    Director of Operations

  • Patrick Bollinger

    Partner and Financial Advisor

  • Nick Rumke

    Partner and Financial Advisor

  • Wendy Wiley

    Client Service Associate

  • Morgan Gore

    Client Service Associate

BUILT TO ENDURE

Let’s simplify the complicated.

A 30-minute conversation to see if we are the right fit.

Schedule a conversation