Meet Your Talented Team

Our passionate and dedicated team brings together a diverse range of skills and expertise to deliver exceptional results. From creative visionaries to meticulous strategists, we work seamlessly together to meet and exceed our clients’ expectations.

Your Team Leads

bob
Robert Fuest

Chief Instigator, Wealth Advisor

symphony harding

Symphony Harding

Client Experience

stacey kirkpatrick

Stacie Kirkpatrick

Paraplanner

alex paul

Alex S. Paul, CFA

Investment Strategy

Institutional Support Team

This team supports all Private Foundation and Businesses Retirement Services

aaron sheklin
Aaron Sheklin, Esq

Foundations & Non-Profits

sutanto widjaja
Sutanto Widjaja

Foundations & Non-Profits

keith sauls
Keith Sauls, CFA

Trust & Estates

daniel gilham
Dr. Daniel Gilham, CFP

Business & Estates

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