Meet The Team

Orin Green, CFP^®
Managing Director, Financial Advisor

Corrine Barroso, CFP^®, CDFA^™, MBA
COO, Financial Advisor

Dean Kernus, CFP^®, CPA/PFS
Financial Advisor

David Suckau, CFA^®
Financial Analyst

Traci Fette
Paraplanner

Rachel Tiffer
Client Service Specialist