Our team of financial professionals is dedicated to your vision, your goals. And to taking the time to truly understand them. Above all else, we value trust and partnership.
Meet the Team

Kadija Bah

Client Service Associate

Betsy Duff

Managing Partner and Chief Operating Officer

Tanaá Bell

Client Service Associate

Allison Dunlap

Managing Director

Nick Bundy

Portfolio Manager

Elizabeth Hefferon, JD, LLM

Family Wealth Advisor

Kevin G. Hennessy, JD, LLM

Managing Director and General Counsel

Thomas S. Kim, CFA

Managing Partner and Chief Investment Officer

Jenna Meza

Family Wealth Advisor

Brady M. Tehan


Marcus L. Ware

Chief Compliance Officer and Investment Operations Manager

We look forward
to hearing from you.

Your story is unlike anyone else's.
Your wealth plan should be too.