OUR TEAM

Our Team

 

Headshot of Betsy Fleming

Betsy Fleming, AIF®

Vice President & Chief Compliance Officer
Headshot of Beate Ruffin

Beate Ruffin

Vice President, Administration & Finance
Headshot of Valerie Donely

Valerie Donely

Client Service Associate, Administrative Lead
Headshot of Chaunté Stallworth

Chaunté Stallworth

Client Service Associate, Operations Lead
Headshot of Sana Jafarey

Sana Jafarey

Client Service Associate
Headshot of Zachary Kaufman

Zachary Kaufman

Client Service Associate

Lucas Campbell

Client Service Associate

TELL US ABOUT YOUR GOALS,
AND WE CAN START A CONVERSATION ABOUT HOW TO REACH THEM.