OUR PEOPLE

We believe that which most sets us apart from other investment advisory firms is that which cannot be found anywhere else: our people, their experience, and insights.

• 

  MJ Nodilo

  (President, Senior Wealth Advisor)

• 

  Adrian Larson

  (President, Senior Wealth Advisor)

• 

  Patsy Nodilo

  (Chairman)

• 

  David Matuszak

  (Executive VP, Senior Wealth Advisor)

• 

  Thanasi Panagiotakopoulos

  (Executive VP, Senior Wealth Advisor)

• 

  Mineko Murai

  (Client Service Manager)

• 

  Swetha Misra

  (Financial Planning Associate)