We are excited to announce new members of our team!

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‍Mylissa Schaefer joins us as a Senior Client Service Representative. She recently relocated from the Seattle area where she built her career serving high net worth families. Mylissa is highly experienced in alternative investments and enjoys building client relationships. You will love her sunny disposition and efficient work style!

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Jordan Fee is a Relationship Manager supporting client relationships. Jordan has completed his level 2 CFA exam and has spent the last few years working at Vanguard. He is working directly with clients to follow up on action items and identify opportunities. Jordan’s penchant for customer service and thirst for knowledge is a great fit!

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Additionally, we have enhanced our Financial Planning resources by working with Andrew Becvar, CFP® on a contract basis. Andrew is instrumental in assisting us to manage the onboarding of new client Financial Plans. His depth of knowledge and attention to detail has been a great addition to our Financial Planning team!