Our Team

What's In A Name?

About Elizabeth

Elizabeth Delgado, AAMS^®, AWMA^®

Founder | Principal Wealth Advisor

About Garett

Garett Fay, AAMS^®, MAML

Private Wealth Advisor

About John

John Holcombe

Independent Wealth Advisor

About Cameron

Cameron Chianese

Operations & Client Services Coordinator

About Molly

Molly Spikereit

Community Engagement & Marketing Coordinator

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