Meet Our Team

 Committed to providing our clients with the attention, service, and empathy they deserve.

  • Judy Rubino

    CFP® / CO-FOUNDER + PRIVATE WEALTH ADVISOR

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  • Kari Skedsvold

    CRPC® / CPA® / CO-FOUNDER + PRIVATE WEALTH ADVISOR

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  • Devin Moran

    CFP® / PARTNER + LPL FINANCIAL ADVISOR

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  • Mercedes Napoli

    CFP® / PARTNER + LPL FINANCIAL ADVISOR

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  • Bree Steigers

    FINANCIAL PLANNING ASSISTANT

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  • Shelby Perkins

    FINANCIAL PLANNING ASSISTANT

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  • Caitlin “Katie” Guglielmo

    CLIENT SERVICE COORDINATOR

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