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®
Managing Partner
Jason W. Dahl, CFP®, CLTC, CIMA®
Director of Financial Planning Services
Olivia M. Nakkash
Director of Operations
Teresa A. Raad
Administrative Receptionist
Dennis E. Elias, CFP®, CLU®
Senior Financial Planning Associate
Christopher R. Vanderkolk, CFA®
Investment Analyst
Natalie C. Atabek
Director of Communications
Jensen A. Lorea
Client Service Associate
