Abraham is an accomplished financial advisor renowned for his expertise in crafting tailored financial plans that empower high-net-worth individuals and institutions to achieve their unique financial goals. With a specialized focus on tax strategies, investment management, and estate planning, Abraham offers a holistic approach to wealth management, ensuring that every aspect of his clients’ financial lives is strategically aligned.

Brad has over 10 years of experience in the financial services industry. He is a seasoned professional and has primarily catered to high-net-worth and ultra-high-net-worth families. In his role, he has provided counseling by covering each aspect of the financial planning spectrum, including: Asset Management and Portfolio Construction, Estate and Incapacity Planning, Tax Strategies, Wealth Distribution, Insurance Planning, Asset Protection, Philanthropic Planning, along with Trust and Fiduciary Services.

Melinda has 15 years of experience in the financial services industry working with institutions and families. Currently her focus is on supporting individuals, multi-generational families, and retirees as they work to best utilize their wealth in an effort to manage lifetime goals and simplify their financial situation.

Jared has more than 10 years in the financial services industry and makes a point of staying up-to-date on current trends and ideas that will best serve his clients, especially when it comes to his extensive knowledge of capital markets, fixed income, wealth preservation and options trading. Jared was recently featured as a Five Star Wealth Manager under 40 in Fortune magazine. He and his wife Lauren are passionate about fitness.