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

    read bio
  • A smiling man in a navy blazer and white shirt standing in front of a wooden background.

    Bryce Cleveland, CPA

    Partner, Grey Fox Tax Advisors

    Read Bio
  • Kevin Dombrowski

    Kevin Dombrowski

    Partner

    Read Bio
  • Concetta Griffin

    Concetta Griffin

    Financial Analyst

    read bio
  • Portrait of a smiling man with dark hair, wearing a dark blazer and a light-colored button-up shirt, standing in front of a wooden wall.

    Elliot Lauzen

    Advisor

    Read Bio
  • Ted Lauzen

    Ted Lauzen

    Partner

    Read Bio
  • 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

    Read Bio
  • Lora Matteis

    Lora Matteis

    Director of Client Services

    read bio
  • 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

    Read Bio
  • A young man with dark hair, wearing a white shirt and a dark blazer, smiling in front of a wooden wall.

    Aidan Neuberger

    Financial Analyst Intern

    Read Bio
  • Christian Poppe, CFA

    Christian Poppe, CFA

    Senior Advisor

    Read Bio
  • Ellen Powers, CFA

    Ellen Powers, CFA

    Advisor

    read bio
  • Headshot of a middle-aged man with short hair, a beard, and a mustache, smiling in a blue suit and white shirt, standing against a wooden background.

    Jeff Sareyka, CPA

    Partner, Grey Fox Tax Advisors

    Read Bio

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

Get Started Today
Phone Number
Email
Map pin icon on a dark blue background

Delaware