Meet Your Team

We’re not your typical investment advisory firm. We are a diverse group of experienced investment and wealth management professionals with complementary skills and expertise. Our team members hold advanced designations and degrees that include CPA, CFP®, JD and CFA® and are united by a commitment to exceptional client service.

ALP A. ATABEK, AIF

ALP A. ATABEK, AIF®

Managing Partner
Jason W. Dahl, CFP®, CLTC, CIMA®

Jason W. Dahl, CFP®, CLTC, CIMA®

Director of Financial Planning Services
Olivia M. Nakkash

Olivia M. Nakkash

Director of Operations
Natalie C. Atabek

Natalie C. Atabek

Director of Communications
Christopher R. Vanderkolk, CFA®

Christopher R. Vanderkolk, CFA®

Investment Analyst
Jensen A. Lorea

Jensen A. Lorea, CFP®

Senior Client Service Associate
Erik D. Bowen-Collinson

Erik D. Bowen-Collinson

Office & Operations Manager
Teresa A. Raad

Teresa A. Raad

Administrative Receptionist
Daniel Kuper- AFS High Resolution

Daniel Kuper, APMA®

Paraplanner