Your Dedicated Team

We are committed to providing you with personalized strategies to help you achieve your financial and real estate goals.


Leadership


Team

  • Katie Rodd

    Katie Rodd

    Managing Director - Head of Execution

  • Hunter Penrose

    Hunter Penrose

    Senior Analyst

  • Adam Schwimmer

    Analyst

  • Matthew Sawina

    Matthew Sawina

    Graphic Designer

  • Julius Frago

    Julius Frago

    Executive Assistant