We work as a team of experienced professionals to bring together the best solution, taking account all areas of your financial life, from tax preparation, to investment planning, career advisory, estate planning and more. We are your partners in managing today’s decisions and preparing for tomorrow’s rewards.
Barry W. Oliver, CPA/PFS™
Senior Wealth Advisor
Bill Martin, CFA®
Chief Wealth Officer
Brett LeMmon, CPA
Senior Wealth Advisor
Carson Henderson, CPA/PFS™
Senior Wealth Advisor
Coleman Levy, Series 65
Associate Wealth Advisor
Dave Harlow, CPA
Senior Wealth Advisor
Hussein Elgohary, CFP®
Wealth Advisor
Jared Nelson, CPA/PFS™
Senior Wealth Advisor
Jessie Pincus, Series 65
Client Development Director
Joseph E. Kalinowski, CPA/PFS™
Senior Wealth Advisor
J. Haden Werhan, CPA/PFS™
Senior Wealth Advisor
Myhanh Hoskin, CFP®, CWS®, AAMS®
Managing Director
Nick Gizzarelli, CPFA™, QPA, QKA®
Senior Wealth Advisor | Retirement Plan Specialist
Shannon Blackmon, CFP®, RLP®
Portfolio Advisor
Todd Rouleau, CFA®, CFP®, CPWA®
Portfolio Advisor
Our team is paid a flat salary and is only incentivized around your happiness and the results we deliver.
The experienced advisors on your side who specialize in your unique career journey as a doctor.
Our advice is always informed by doctor career milestones, like the transition from residency to practicing.
Our advisors develop customized and comprehensive financial plans that get clients where they want to go faster.
Doctors deserve a financial advisory that cares for them with the same passion they bring to caring for us.
Completely independent and impartial, we are never incentivized to recommend a particular product. Your wealth and wellbeing is our priority.
With open and rigorous practices, we'll share the scientific basis for our recommendations, including the impact on your wealth.
As a registered fiduciary, we are legally obligated to act in the best interest of you, our client. If something isn't right for you, it's not right for us either.
John Clendening
Chief Executive Officer
Bill Martin, CFA®
Chief Wealth Officer
Joy Lai
Chief Growth Officer
Alexandra Garabedian
Head of Business Operations & Finance
Mike Hogan
Head of Corporate Development
Fill out this form and an Earned team member will be in contact to set up a consultation shortly. We'll introduce our approach and walk through your circumstances and financial goals to come up with a custom wealth plan together.