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About Us

<strong>We Promise a Transparent Process that Always Puts Your Needs First</strong>

We Promise a Transparent Process that Always Puts Your Needs First

We believe wealth should be built to enrich your life, not just grow your balance sheet. That is why we take the time to truly understand what is important to YOU. We want to demystify and simplify the financial management process to give you greater control and confidence. We promise a transparent process that will always put your needs first. We strive to provide a level of service that is respectful, efficient, and enjoyable.

We are committed to developing and nurturing each client relationship through personal integrity, financial expertise, and dedication—no matter what life throws your way.

Founders

Our Team of Financial Professionals

Wealth Strategies Division

Kate Cassidy, JD*

Kate Cassidy, JD*

VP, Advanced Markets

Gregory Wachter

Gregory Wachter

VP, Risk Management

Niko Vamvakas

Niko Vamvakas

VP, Retirement Planning Solutions

Beverly Wright

Beverly Wright

VP, Worksite Benefits

*Licensed but not practicing