Our Team

We are not just your Wealth Manager, we’re your personal CFO.

What if your financial advisor had their finger on the pulse of your life, not just the market?  What if you had anytime access to a wealth management team whose only job was to help navigate and clarify every aspect of your financial world?  What if you could just focus all your energy on simply living a more fulfilling life?  That is what it means to have a Personal CFO, and that is the standard we hold ourselves to in every client relationship.

Our Team

John W. Gottschall Picture John W. Gottschall Picture

John W. Gottschall

Partner and Senior Portfolio Manager

Mary Walker Picture Mary Walker Picture

Mary Walker

Partner and Wealth Advisor

Mark C. Miller Picture Mark C. Miller Picture

Mark C. Miller

Partner and Senior Portfolio Manager

Rachel Dykstra Picture Rachel Dykstra Picture

Rachel Dykstra

Director of Advanced Planning Services

Chris Verdi Picture Chris Verdi Picture

Chris Verdi

Director of Client Services

Craig Verdi Picture Craig Verdi Picture

Craig Verdi

Founder & Wealth Advisor

Our Expertise