Our Team

When you work with us, you’re not just working with a single advisor.

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.

The Advisor Team

advisor-avatar

Barry W. Oliver, CPA/PFS™

Senior Wealth Advisor

advisor-avatar

Bill Martin, CFA®

Chief Wealth Officer

advisor-avatar

Brett LeMmon, CPA

Senior Wealth Advisor

advisor-avatar

Carson Henderson, CPA/PFS™

Senior Wealth Advisor

advisor-avatar

Coleman Levy, Series 65

Associate Wealth Advisor

advisor-avatar

Dave Harlow, CPA

Senior Wealth Advisor

advisor-avatar

Hussein Elgohary, CFP®

Wealth Advisor

advisor-avatar

Jared Nelson, CPA/PFS™

Senior Wealth Advisor

advisor-avatar

Jessie Pincus, Series 65

Client Development Director

advisor-avatar

Joseph E. Kalinowski, CPA/PFS™

Senior Wealth Advisor

advisor-avatar

J. Haden Werhan, CPA/PFS™

Senior Wealth Advisor

advisor-avatar

Myhanh Hoskin, CFP®, CWS®, AAMS®

Managing Director

advisor-avatar

Nick Gizzarelli, CPFA™, QPA, QKA®

Senior Wealth Advisor | Retirement Plan Specialist

advisor-avatar

Shannon Blackmon, CFP®, RLP®

Portfolio Advisor

advisor-avatar

Todd Rouleau, CFA®, CFP®, CPWA®

Portfolio Advisor

Incentivized right

Our team is paid a flat salary and is only incentivized around your happiness and the results we deliver.

True partnership

The experienced advisors on your side who specialize in your unique career journey as a doctor.

Deep knowledge

Our advice is always informed by doctor career milestones, like the transition from residency to practicing.

Personalized plans

Our advisors develop customized and comprehensive financial plans that get clients where they want to go faster.

We believe doctors deserve better.

Doctors deserve a financial advisory that cares for them with the same passion they bring to caring for us.

lightning icon

Impartial advice

Completely independent and impartial, we are never incentivized to recommend a particular product. Your wealth and wellbeing is our priority.

lightning icon

Evidence-backed

With open and rigorous practices, we'll share the scientific basis for our recommendations, including the impact on your wealth.

lightning icon

Centered around you

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.

Get Started

Supported by world class finance and technology leaders.

leadership-card

John Clendening

Chief Executive Officer

leadership-card

Bill Martin, CFA®

Chief Wealth Officer

leadership-card

Joy Lai

Chief Growth Officer

leadership-card

Alexandra Garabedian

Head of Business Operations & Finance

leadership-card

Mike Hogan

Head of Corporate Development

Get started on your wealth journey.

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.

logo

download-from-app-store

facebook-link

instagram-link

linkedin-link

© 2024 Noho Financial Inc

30 Cooper Square, 10th Floor, New York, NY 10003