Our Team
A diversified team behind every advisor.
Beyond your lead CFP® professional, a broader planning team backs every review, so continuity doesn't depend on one person's calendar.
Curt Stowers, CFP®, PhD, MS
President & Financial Advisor
Josh Duncan, CFP®
Partner & Financial Advisor
Charmaine Erasquin
Executive Assistant and Client Service Associate
Jennifer Kennedy
Executive Administrator
Nick Prigitano, CFP®
Planning Support Specialist
Manuel Weinreich, CFP®, CFA
Planning Support Specialist
Harneet Kaur Kamboj, CMA
Fractional CFO Support
Naveen Prabakaran
Fractional CFO Support
Let’s build a portfolio that can provide for you and your loved ones.
Start by scheduling your complimentary meeting with us. Our team member will be in touch shortly to confirm your call.
Fee-only fiduciary since 2013
SEC-registered investment advisor
Serving 150+ clients nationwide
