people

We’re a close-knit family of strong individuals who work very well together. We bring fresh perspectives and insights from previous careers to the strategies we develop for you. One co-founder is a CPA and Wall Street veteran. The other is a Harvard graduate and MD. You’ll find us friendly, “real” and extremely thorough.

Meet our team:

Open and read Laura's bio

Laura Gilman, MBA, CPA, CFP®, PFP Co-Founder and Managing Partner

Laura’s bio
Open and read Gayle's bio

Gayle Fuhr Director, Compliance and Client Service

Gayle’s bio
Open and read Nick's bio

Nick Nejad, CFA® Director, Investment Research

Nick’s bio
Open and read Scott's bio

Scott Gaynor, CFP®, AIF® Director, Wealth Management

Scott’s bio
Open and read Katrina's bio

Katrina Soelter, CFP® Director, Wealth Management

Katrina's bio
Open and read Kellie's bio

Kellie Weidenheimer Financial Planning Associate

Kellie’s bio