Katherine Alden
Managing Principal · CFP?, CFA
Founder and chair of the investment committee, working principally with pre-retirees and retirees.
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Marcus Whitfield
Senior Financial Adviser · CFP?, CPA
A CPA turned planner, leading the firm's multi-year tax projection and Roth conversion work.
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Priya Raghunathan
Director of Investments · CFA
Sets investment policy, oversees the model portfolios and runs the rebalancing programme.
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David Okonjo
Business Owner Practice Lead · CFP?, CEPA
Works with owners on entity structure, retirement plan design and documented succession strategy.
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Elena Vasquez
Financial Adviser · CFP?
Specialises in dual-income households balancing benefits, mortgage and education funding.
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Thomas Bergeron
Associate Adviser · CFP? candidate
Supports two senior advisers across plan preparation and implementation.
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