Team
Team
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Jeff Socha
ButtonCEO & FOUNDER
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Jonathan Freeman
ButtonCOO
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Sha Grondin RICP®, CLTC ®
ButtonChief Growth Officer
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Wes Leftwich, CFP®, AIF®, CEPA®, MSFP
ButtonSenior Financial Planner
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Kevin X. Smith, CFA
ButtonChief Investment Officer
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Alan Kilian
ButtonFamily Office Director
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John Gambone, CFP®, ChFC®
ButtonFinancial Planner
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Michael Harris
ButtonFinancial Planner
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Andrew Vinciguerra, CFP®
ButtonFinancial Planner
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Jamie Thompson
ButtonFinancial Planner
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Manisha Gupta, CFP®, MBA
ButtonFinancial Planner
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Matt Sandstrom, AWMA™
ButtonFinancial Planner
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Matthew Pierce, CFA
ButtonPortfolio Manager
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Stephanie Lawrence
ButtonClient Service and Operations Director
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Megan Webster
ButtonClient Services Coordinator
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Amelia Ellenstein
ButtonBrand Strategist
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Elizabeth Cope
ButtonHead of Compliance
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Dave Lynch
ButtonIT Director
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Amy Kizer, PHR®
ButtonHR Director
Advanced Tax & Wealth Strategies
Serving Founders, Entrepreneurs &
Ultra-High-Net-Worth Families
Quick Links
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