Stephen A. Taylor, JD, CFP®
Founder, Lead Advisor
After nearly two decades in the legal and financial services industry, I took the true step towards independence and made
Giancarlo Lamourtte
Associate Advisor
From a young age, Giancarlo took to helping others. He served as counsel to his friends and was looking for
Alex Graupera
Director of Operations
With almost 20 years of operations and marketing experience across multiple industries in small to medium sized firms, my passion