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Our People

Benjamin Garner
Benjamin Garner

Associate, Compliance

Zachary Gering, CFP®
Zachary Gering, CFP®

Managing Director

Deborah Gibbs
Deborah Gibbs

Senior Associate, Compliance

Jennifer Giemza, CFP®, CEPA
Jennifer Giemza, CFP®, CEPA

Senior Vice President

Angela Giombetti
Angela Giombetti

Chief Marketing Officer

Josh  Goldsmith, CPA
Josh Goldsmith, CPA

Senior Vice President, Head of Family Office Accounting

Carol Goldstein
Carol Goldstein

Client Service Associate & Office Manager

Catherine Gomez
Catherine Gomez

Senior Associate, Investments Trader

Dillon Gorham
Dillon Gorham

Advisor Associate

Lyndsey  Gorham
Lyndsey Gorham

Senior Vice President

Lisa Graham, CFP®
Lisa Graham, CFP®

Assistant Vice President

John Green
John Green

Associate, Data Operations

Rachel Greene, FPQP™
Rachel Greene, FPQP™

Senior Client Service Associate