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
Carl Adams
Portfolio Manager
Katie Burke, CFP®
Client Relationship Manager
Greg Jankowski
Portfolio Manager
Brett Hughes
Associate
Margoth Romero
Associate