Client Reporting

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.

A woman using a tablet to access a digital portal

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...

Kwame Baffo-Gyan

Associate, Data Operations

Kwame is a Data Operations Associate based in San Rafael,...

James Dieck

Senior Associate, Advisory Technology

James serves as a senior associate on the firm’s advisory...

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