Our Team
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Peter Burton, ChFC®
Senior Advisor, Principal
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Bob Enright, CFP®
Senior Advisor, Principal
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Jeremy Welch, CFP®
Senior Advisor, Managing Principal
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Ben Peters, CFP®, J.D.
Lead Advisor & CCO, Principal
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Kelly Metzler, CFP®
Lead Advisor, Principal
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Chris Hughes, CFP®, CTS®
Lead Advisor, Principal
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Teresa Escano
Director of Client Services
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David Espineira, CFP®, CRPS®
Retirement Plan Advisor
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Sydney Kovacs, CFP®
Advisor
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Alex Soderberg, CFP®
Advisor
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Tommy Owens
Associate Advisor
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Amerina Dollentas, FPQP®
Senior Client Services Associate
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Heidy Dacanay, CRPC®
Senior Client Services Associate
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Luz Ernest
Client Services Associate
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Keiko Callihan
Operations Lead
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Alayna Rudd
Office Administrator
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Bruce Grenke
Advisor Consultant