Our Team

Contact Patrick

Specialties:

• Focus on HENRYs (High Earners, Not Rich Yet)
• Tax-efficient investing for professionals, corporate executives & small businesses

Wharton MBA, former Fidelity executive and Bain & Company consultant in Boston & London

20+ years of experience, frequent guest speaker on Wharton Business Radio on Sirius XM

Meet Patrick

Contact Susan

Specialties:

• Focus on life transitions, women investors & small businesses
• Retirement Plan Specialist

Former Fidelity executive, managed Fidelity’s $1.2 trillion 401(k) investment consulting practice

20+ years of experience, frequent guest speaker on Wharton Business Radio on Sirius XM

Contact Kate

Specialties:

• Focus on families, women investors and college planning
• Tax-efficient investing for business professionals & small businesses

Former Fidelity executive, managed $200B Fidelity team of 401(k) investment consultants

20+ years of investment experience, former trustee to ISBI (Illinois State Board of Investment)

Meet Kate

Experience:

•  Chief Revenue Officer at Voom, an Airbus company
•  Former business  development executive at Phunware and Zynga
•  Wharton MBA

Experience:

•  President of Laboratory  Products Division at Thermo  Fisher Scientific (NYSE: TMO)
•  Former Bain & Company  partner, CEO of Decorative  Concepts and COO of KB Toys

Experience:

•  CFA^®, Actuary and Managing  Partner at Krane Funds
•  Former Head of Fidelity  Freedom Funds and CIO of JP Morgan Specialized Strategies

Experience:

•  Former President of the Bond  Group at Fidelity Investments
•  Former Co-Head of US Fixed  Income at Goldman Sachs