Meet the Team

Committed to you.

We are a multigenerational team who combine complementary skill sets to address your unique challenges and opportunities. Open collaboration is an integral part of the process, and your relationship with us is built on a comprehensive understanding of your financial needs and objectives. As we work with you to create a fully integrated and personalized wealth plan, we draw from an extensive pool of knowledge and insight.

Brooke Fox

Director

Ethan Hopp

Analyst

Najla Jones

Client Service Associate

Michael Palmore, MBA

Managing Partner

Brude Stoever

Managing Partner

Kate Zijerdi, CRPS

Partner