Realizing a vision is all about having the right team.

The professionals on our growing team embody our guiding principles in their characters, words and actions. Learn more about our team members and what makes each of them invaluable to our success.

Rob Adamek

PARTNER

Nathan Bard

PARTNER

Joni Burke

MANAGING DIRECTOR

Kyle Davis

SENIOR ASSOCIATE

Dan Jacobson

VICE PRESIDENT

Jeff Munafo

VICE PRESIDENT

David Myles

PARTNER

Kimberly Myles

CHIEF FINANCIAL OFFICER

Steve Pallotta

PARTNER

Nathan Richey

MANAGING PARTNER

Kenneth Wong

PARTNER

Advisors

Christopher Cook

GROWTH ADVISOR

Scott Thompson

INVESTMENT ADVISOR

Jay Schiff

CAPITAL MARKETS ADVISOR

Stephen McConnell

STRATEGIC ADVISOR