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:
Laura Gilman, MBA, CPA, CFP®, PFP Co-Founder and Managing Partner
Laura’s bio
Ken Waltzer, MD, MPH, AIF, CFA®, CFP® Co-Founder and Managing Partner
Ken’s bio
Gayle Fuhr Director, Compliance and Client Service
Gayle’s bio
Nick Nejad, CFA® Director, Investment Research
Nick’s bio
Scott Gaynor, CFP®, AIF® Director, Wealth Management
Scott’s bio
Katrina Soelter, CFP® Director, Wealth Management
Katrina's bio