Investment Team

Stephen E. Johnson, JD, CFP®, CPWA®
Portfolio Manager

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Charles M. Toole, CFA, CFP®
Chief Investment Strategist

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Josh Jurbala
Quantitative Investments Manager

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Business Development

Alex LaPointe

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David Mastroianni

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David VerMeulen

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If you really want to do something you will find a way. If you don’t, you’ll find an excuse.
— Jim Rohn