Our Team

We are a solutions-oriented team of independent fiduciaries who believe that demonstrated effort, customized portfolios, and consistent engagement can help (a) optimize your long-term success and (b) reduce your day-to-day hassles.

  • Ryan Bonner, CPA

    Ryan Bonner, CPA

    Advisor

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  • Bryce Cleveland, CPA

    Partner, Grey Fox Tax Advisors

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  • Kevin Dombrowski

    Kevin Dombrowski

    Partner

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  • Concetta Griffin

    Concetta Griffin

    Financial Analyst

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  • Ted Lauzen

    Ted Lauzen

    Partner

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  • A young woman with long blonde hair, blue eyes, wearing a navy blazer over a white top, smiling in front of a wooden wall.

    Hannah Marin

    Financial Analyst

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  • Lora Matteis

    Lora Matteis

    Director of Client Services

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  • Portrait of a young man in a white shirt and navy blazer smiling in front of a wooden wall background.

    Dan McGlinn

    Director of Operations

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  • Christian Poppe, CFA

    Christian Poppe, CFA

    Advisor

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  • Ellen Powers, CFA

    Ellen Powers, CFA

    Advisor

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Each team member is excited to earn the privilege - every day - of being your advisor for decades to come.

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Delaware