Our Team



Jonida Papajani

CFA®, CAIA®
Director of Portfolio Management

Vinson Brod

Chief Operating Officer




Jonathan Taylor

Senior Wealth Manager

John Wilcox

CFP®, AAMS®, AIF®
Vice President, Senior Wealth Manager



Danielle Gould

CRPC®
Associate Wealth Manager

Justin Gaudino

CFP®, CIMA®
Associate Wealth Manager




Sarah Kate Ragsdale

Client Relationship Manager

Alissa Smith

Client Relationship Manager