OUR TEAM

EMPOWERED TO MAKE A DIFFERENCE.

MAKE OUR TEAM YOUR TEAM.

We are a team of in-house, credentialed professionals with decades of experience providing wealth management, investment, and lifestyle services to guide athletes across every step of financial life.

Cousy Arenado

Senior Client Service Specialist, Senior Associate

Stuart Ashwood

Wealth Advisor, Director

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Morgan Cooney

Senior Wealth Client Service Specialist, Senior Associate

Gregory R. Badowski, CPA, CFP®

Senior Tax Advisor, Director

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Justin Bass, J.D.

Senior Wealth Manager, Managing Director

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Drew Bryant, ChFC

Wealth Specialist, Associate

Timothy C. Carneval
CPA, CFP®

Senior Wealth Advisor, Director

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Ryan J. Catanese, CPA, CFP®

Wealth Advisor, Director

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Matthew Cavanaugh

Wealth Advisor, Managing Director

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Joseph Cooper

Senior Wealth Advisor, Director

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Tony Davis, CFP®

Wealth Advisor, Director

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Joseph Geier, CPA

Co-President Sports & Entertainment

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Ryan Grazer

Senior Client Advisor, Director

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Barry Klarberg, CPA

Regional President, Senior Managing Director

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Matthew Klarberg

Senior Client Advisor, Managing Director

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Joe Lum, CFP®

Senior Wealth Advisor, Managing Director

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George Lynch

Senior Business Development Officer, Director

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Deidra Manning

Business Operations Manager, Senior Associate

B. Deems May, Jr.

Senior Business Development Advisor, Director

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Joe McLean

Chief Growth and Innovation Officer and Co-President Sports & Entertainment

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Gregory Palacorolla, CFP®

Senior Wealth Advisor, Managing Director

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John G. Palguta, CPA, CFP®

Senior Wealth Advisor & Team Leader, Managing Director

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Timothy Schmoll, CFP®

Wealth Advisor, Senior Associate

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Bradley J. Smith

Senior Portfolio Manager, Managing Director

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Steven B. Trax, CPA, CFP®

Co-President Sports & Entertainment

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Brian J. Woods

Senior Wealth Advisor, Managing Director

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