Our Team

 
  • Jim Dorman CPA/PFS, CFP®

    Jim Dorman CPA/PFS, CFP®

    President & Senior Wealth Advisor

  • Lisa Michaelson CFP®

    Lisa Michaelson CFP®

    Wealth Advisor

  • Nicole Monce

    Nicole Monce

    Assistant Wealth Advisor

  • Kelly Andreala

    Client Service Associate

  • Parul Bhaskar

    Parul Bhaskar

    Tax Consultant

  • Megan Lerner

    Megan Lerner

    Client Relations Associate

  • Heather Dowd

    Operations Assistant