A Team Defined by Discipline and Purpose

The Professionals Behind Your Strategy

Get to know the people, credentials, and shared philosophy that drive the work we do every day.

Robin A. Davey, CPA, CFP^®, CLU^®, RICP^®, CDFA^®

CERTIFIED FINANCIAL PLANNER™ professional

Ralph Willner Giwerc, ChFC^®, RICP^®

Financial Advisor

Natalie Gecewicz, ChFC, RICP^®

Financial Advisor

Adam Hersh, CFP^®, RICP^®, ChFC^®

CERTIFIED FINANCIAL PLANNER™ Professional

Colleen Kavanaugh, CFP^®, ChFC^®, CDFA^®

CERTIFIED FINANCIAL PLANNER™ Professional

Evan Croll, CFP^®, ChFC^®

CERTIFIED FINANCIAL PLANNER™ Professional

Jessica Klucka

Financial Advisor

Michael Bourke

Registered Operations Manager

Heather Burridge

Client Management

Danielle Canterbury

Client Management

Piper Sullivan

Client Management

Zoey Goodness

Client Management

Ready to take the next step?

If you're looking for a team with a structured, research-driven approach to your financial life, we'd welcome the opportunity to talk. Let's start with a conversation about your goals.

Let's Build Your Plan