Meet Your Stewards
Already have someone like us? May we respectfully disagree?
We’re different. Really. There’s a focus on long-term partnerships that solve problems, establishes strategies, and protects your future. While others may offer advice from the limited perspective of a single specialty—such as accounting or law—our advice spans the gamut. Already working with an attorney, accountant, or other experts? We partner well with others and can function as the quarterback of your advisory team.
We take the time necessary to provide you with all the solutions you’ll need over the long term.
Jonathan J. Edwards
Principal & Strategic Advisor
Jacob Stewart
Chief Investment Officer
Jonathan J. Edwards
Principal & Strategic Advisor
Jacob Stewart
Chief Investment Officer
Sara Hardy
Administrative Assistant
Tamara Kowalczyk
Financial Planning Analyst
Sara Hardy
Administrative Assistant
Tamara Kowalczyk
Financial Planning Analyst
Austin Edwards
Client Service Representative
Manny Kapellakis
Implementation Specialist
Austin Edwards
Client Service Representative
Manny Kapellakis
Implementation Specialist