Meet Your Team
Our team works collaboratively to support families with consistency, depth, and long-term perspective. Each professional brings focused expertise, while operating as part of an integrated team dedicated to thoughtful advice, continuity, and stewardship across generations.
BRIAN MCINTYRE, BBA
Senior Portfolio Manager
Senior Investment Advisor
Brian leads Discretionary Portfolio Management.
PETER LEWIS, CFA, MBA
Associate Portfolio Manager
Senior Investment Advisor
Peter leads Family Advisory services.
CRAIG MCCALLAN, CIM®, CFP®, CEA
Investment Advisor
Craig leads the onboarding process for new families.
GLENN BECHTEL, BA
Senior Portfolio Manager
Senior Investment Advisor
Glenn uses his decades of experience to guide portfolio management decisions.
JONATHAN DUNN, CFP®
Associate Investment Advisor
Jonathan leads our comprehensive financial planning process.
RILEIGH PERIN
Associate Investment Advisor
Rileigh leads the delivery of our client service commitments.
LAURA HAGEMAN
Client Service Associate
Laura oversees administrative operations or the practice.
RICHARD POLK, CFP®, FMA, FCSI®
Associate Investment Advisor
Richard leads trading execution and portfolio implementation.
DAN KASABOSKI, CPA, CA
Administrative Associate
Dan utilizes his 40 years of experience as an accountant to deliver complex wealth plans.
MARINA MCINTYRE
Client Service Associate
Marina provides administrative & client service support.
ANIKA HORTON
Administrative Associate
Anika provides administrative & client service support.
FARAH TASNIM, M. ECON
Client Service Associate
Farah assists with portfolio trading and administrative support.
BRANT HOWARD
Client Service Associate
Brant provides administrative & client service support.
