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
Teresa A. Raad

Teresa A. Raad

Administrative Receptionist
Dennis E. Elias, CFP®, CLU®

Dennis E. Elias, CFP®, CLU®

Senior Financial Planning Associate
Christopher R. Vanderkolk, CFA®

Christopher R. Vanderkolk, CFA®

Investment Analyst
Natalie C. Atabek

Natalie C. Atabek

Director of Communications
Jensen A. Lorea

Jensen A. Lorea

Client Service Associate