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® , EA

Thinks in spreadsheets

Bob Dockendorff

JD, LLM, CFP®

Explains in metaphors & analogies

Meghan Dwyer

CFP®, CDFA®

Money Isn't Scary

Alexa Fattore

CFP®, CPA/PFS

Believes 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 ANALYST

Don't mind being called 'Hokie'

Abraham Kirby-Galen

PLANNING ANALYST, EA

Hang gliding into Financial Planning

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 Officer

Speaks with hands

Vinicius “V” Hiratuka

Tax Consultant, CPA, CFP®

I don't really work here

Carlos Quintanilla

Client Service Associate

Joshua Sedlecky

Investment Ops

Never met a number I couldn't crunch

Susan Snyder

Director of Persistency

Celebrates checked-boxes

Ivan Perez

Business Operations Intern

Outtakes

We had a lot of fun making the videos for the site.  We hope you enjoy some of the outtakes….right?