Your Team
Through different paths, we each have experienced versions of the old model. Our team has come together under a common vision of the future of personal finance.
Personal CFOs
While we work as a team, every family needs a Single Point of Contact – your Personal CFO will lead the planning for your family. PCFOs strive to know all the details of your financial situation at least as well as you do to help you make the best decisions possible.
Seth Corkin
Director of Financial Planning CFP®, ChFC® , EAThinks in spreadsheets
Bob Dockendorff
JD, LLM, CFP®Explains in metaphors & analogies
Meghan Dwyer
CFP®, CDFA®Money Isn't Scary
Alexa Fattore
CFP®, CPA/PFSBelieves time is the greatest asset on your balance sheet
Michelle Lum
JD, CFP®Hobbies include building flow charts
Leah Warren
CFP®I biked here
Planning Analysts
Working alongside your PCFO to support your family are our Planning Analysts. In addition to great advice our PAs are focused on ensuring that execution occurs on all the important aspects of your financial life.
Cassie Anton
PLANNING ANALYSTDon't mind being called 'Hokie'
Abraham Kirby-Galen
PLANNING ANALYST, EAHang gliding into Financial Planning
Sara Walker Thomson
Planning AnalystIt's both an art and a science
Claire Hawkes
Associate PCFO, CFP®The Team Supporting Your Team
Our team of experts collaborates with your PCFO & PA to deliver the best solutions to, and execution of, your family’s financial priorities.
Shaun Erickson
Chief Planning Officer, CFP®Analyzes out loud
Rene Jarquin
Chief Investment OfficerSpeaks with hands
Vinicius “V” Hiratuka
Tax Consultant, CPA, CFP®I don't really work here
Carlos Quintanilla
Client Service Associate
Joshua Sedlecky
Investment OpsNever met a number I couldn't crunch
Susan Snyder
Director of PersistencyCelebrates checked-boxes
Ivan Perez
Business Operations InternOuttakes
We had a lot of fun making the videos for the site. We hope you enjoy some of the outtakes….right?