FINANCIAL REPORTING FOR CLIENTS
Do you feel fully organized in your financial life? Our internal reporting team allows us to offer unique reporting services to our clients.
The reports you receive from us include a comprehensive summary of portfolio activity, asset allocation, and performance over various time periods.
Digital Portal Access
Through a highly secure portal, digital reporting on your portfolio is always instantly available in real time, including access to historical statements and tax documents. You can access the portal online or through a mobile app. Using the same system, we also have the ability to grant access to tax information directly to your tax preparer.
Just as our planning process factors in every aspect of your financial life, our reports can include assets and liabilities outside of our direct management.
Meet Our Dedicated Technology Team
Connor Holly
Assistant Vice President, Data Operations
Connor joined the firm in 2014 and serves as an...
Richard Krivonozka
SVP, Data Management
Richard joined the firm in 2012 and currently serves as...
Sacha Lutchman
Assistant Vice President, Data Operations
Sacha joined the firm in 2014 and serves as an...
Michele Suligoj
Senior VP, Director of Data Operations
Michele joined the firm in 2009 as an Operations Associate...
Alia Wagenhoffer, CFP®
SVP, Head of Advisory Technology
Alia Wagenhoffer is SVP, Head of Advisory Technology and in...
Andrew Moore
Senior Associate, Data Management
Andrew joined the team in 2019 and works as a...
Patricia DCosta
Associate, Data Operations
Patricia is a Data Operations Associate based in Potomac, MD,...
Stephany Fryman
Assistant Vice President, Advisory Technology
Stephany joined the team at the start of 2022 in...
Samantha Powers
Senior Associate, Advisory Technology
Samantha serves as a senior associate on the Advisory Technology...
Ryan Reed
Microsoft Dynamics Developer
As a Microsoft Dynamics Developer, Ryan supports the firm’s internal...
