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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. We like to view ourselves 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
Gary Hirschfeld
Director of Administration and CCO
Darren Reinig
Founding Partner
Josh Harlan
Director of Investments Research
Carl Adams
Vice President – Financial Advisor
Greg Jankowski, CFP®
Vice President – Financial Advisor
Margoth Romero, CFP®
Senior Associate
Brett Hughes
Senior Associate
Alex Harris
Administrative Assistant