Team
Meet Our Team
Brian Krause, CFP®
Managing Director | Partner
Jeffrey McCulloch AIF®, CRPC®
Managing Director | Partner
Natalie Cesmat, CFP®
Director of Financial Planning|Partner
Darien Horton, CFP®
Director of Financial Planning|Partner
Carleen Acosta
Director of Operations|Partner
Monica Suzara
Director of Operations|Partner
Sarah Judson
Paraplanner
