Our Team

About Elizabeth

Elizabeth Delgado, AAMS®, AWMA®

Founder | Principal Wealth Advisor

About Cameron

Cameron Chianese, FPQP®

Operations & Client Services Coordinator

About Molly

Molly Spikereit

Community Engagement & Marketing Coordinator

About Garett

 Garett Fay, AAMS®, MAML

Wealth Advisor & Development Coach

About John

John Holcombe

Private Wealth Advisor

Matthew Elliott

Client Services Intern

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