Our Team

Contact Patrick

Specialties:

• Focus on HENRYs (High Earners, Not Rich Yet) and working high net worth individuals and families
• Tax-efficient investing for successful professionals, corporate executives & businesses owners
• Work with many healthcare practices, solo practitioners and entrepreneurs

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:

• Go-to-Market Advisor at AlarisPro, the industry’s leading SaaS-based unmanned aircraft system fleet management platform
• Former business development executive at MightyFly, Voom (Airbus), Phunware and Zynga
• Wharton MBA

Experience:

• Most recently served as 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 Chief Operating Officer 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