Associates

• Erik M. O'Neill, CFP^® , CRPC^®

  Founder, Managing Partner

• Patrick M. Markey, CFP^®

  Co-Founder, Partner

• Kenji Kimura, QPFC^®

  Vice President

• Renée Hasenoehrl, AAMS^®

  Client Support Manager

• Theresa Stroth

  Senior Client Support Specialist

• Ian Woods

  Financial Analyst