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

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Barry W. Oliver, CPA/PFS™

Senior Wealth Advisor

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Bill Martin, CFA®

Chief Wealth Officer

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Brett LeMmon, CPA

Senior Wealth Advisor

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Carson Henderson, CPA/PFS™

Senior Wealth Advisor

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Coleman Levy, Series 65

Associate Wealth Advisor

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Dave Harlow, CPA

Senior Wealth Advisor

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Hussein Elgohary, CFP®

Wealth Advisor

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Jared Nelson, CPA/PFS™

Senior Wealth Advisor

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Jessie Pincus

Client Development Director

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Joseph E. Kalinowski, CPA/PFS™

Senior Wealth Advisor

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J. Haden Werhan, CPA/PFS™

Senior Wealth Advisor

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Myhanh Hoskin, CFP®, CWS®, AAMS®

Managing Director

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Nick Gizzarelli, CPFA™, QPA, QKA®

Senior Wealth Advisor | Retirement Plan Specialist

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Shannon Blackmon, CFP®, RLP®

Portfolio Advisor

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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 best 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.

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Impartial advice

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

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Evidence-backed

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

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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.

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John Clendening

Chief Executive Officer

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Bill Martin, CFA®

Chief Wealth Officer

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Joy Lai

Chief Growth Officer

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Alexandra Garabedian

Head of Business Operations & Finance

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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.

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© 2024 Noho Financial Inc

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

Investment advisory services offered through Earned Wealth, an SEC-registered investment adviser.