Team Members
Our Team Members
Allen Ayers, CPA, CFP®, MST
Partner
Matthew Costa, CPA, CFP®, MAcc
Managing Partner, Senior Wealth Advisor
John Faggio, CPA, CFP®, CDFA®
Wealth Advisor
Alexi Halavazis
Wealth Advisor, Chief Compliance Officer
Joseph Hill, CPA, CFP®
Partner, Senior Wealth Advisor
Taylor Lewis-Costa
Director of Communications
Graham Mull, CFP®, MBA
Director of Qualified Plans, Wealth Advisor
Philip H Weiss, CFA, CPA
Senior Portfolio Manager
Chris Williams, CPA/PFS, CFP®
Wealth Advisor