Our Team

Our skilled and knowledgeable team of service-oriented advisors brings institutional-level experience to each client relationship.

Kara S. Boccella

Founder and Managing Partner

Devon M. Galindo, CFP®, ChFC®, AIF®

Partner

Rebecca K. Tipp, CFP®

Director

Laura E. Lemoine, CFP®

Director

Lonny Elfenbein, CRCP®, ChFC®

Chief Compliance Officer

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