Our Experience and Credentials

The world is full of financial planning firms. Entire teams of professional advisors who complacently adhere to the status quo. We have chosen to stand out. To be differentiators. Not because someone told us to, but because we can’t imagine it any other way.

Fiercely Credentialed. Impressively Experienced. Enormously Insightful.




Jeffrey Segal 
Robert Schneider
Jack Alissi
Ashley Oliver




Jeffrey Segal
Seth Renaud
David Weigert
Matt DiRamio




Seth Renaud




David Weigert



 

Matt DiRamio





Jeffrey Segal





 

Seth Renaud