
Michael Reese, CFP®
Founder / CEO

Jeremy Aston, CFA
Wealth Advisor

Christopher Larson, CFP®
Wealth Advisor

Elizabeth Torres, CRPS®
Wealth Advisor

Kevin Wade
Wealth Advisor

Jason Smith, CFP®
Wealth Advisor

Jeff Rossmann
Wealth Advisor

Sam Gonzalez
Wealth Advisor

Ken McCabe
Client Service Representative

Sara Reese Rossmann
COO

Phil Behnen, CPA, CFP®
Tax Specialist

Taylor Reese
Client Service Representative

Carolina Rivara
Client Service Associate

Anthony Torres
Client Development Specialist

Gavin Ulewicz
Paraplanner

Danny Mesta
Client Care Coordinator

Ariel Galvan
Client Service Representative

Margie Aston
Director of First Impressions


