Our Team

Every member of our team is unified around one purpose: to help you attain your goals and secure your future. Our team is dedicated to working collaboratively, both internally as a firm and externally with your family’s advisory team. As the next generation of private wealth management, we combine thoughtfulness with excellence, delivering institutional-caliber solutions designed to grow and preserve your wealth.

Keith McKenzie
Founding Partner
Marc Channick
Founding Partner
Darren Reinig
Founding Partner
Stewart Darrell
Managing Director
Carl Adams
Portfolio Manager
Katie Burke, CFP®
Client Relationship Manager
Greg Jankowski
Portfolio Manager
Brett Hughes
Associate
Margoth Romero
Associate