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
Read BioJustin Bass, J.D.
Senior Wealth Manager, Managing Director
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Drew Bryant
Wealth Specialist, Associate
Timothy C. Carneval
CPA, CFP®, MT
Senior Wealth Advisor, Director
Read BioRyan J. Catanese, CPA, CFP®
Wealth Advisor, Director
Read BioMatthew Cavanaugh
Wealth Advisor, Managing Director
Read BioJoseph Cooper
Senior Wealth Advisor, Director
Read BioTony Davis, CFP®
Wealth Advisor, Director
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Nick Ferrari-Smith, CFP®
Wealth Advisor, Senior Associate
Joseph Geier, CPA
Co-President Sports & Entertainment
Read BioRyan Grazer
Senior Client Advisor, Director
Read BioBarry Klarberg, CPA
Regional President, Senior Managing Director
Read BioMatthew Klarberg
Senior Client Advisor, Managing Director
Read BioJoe Lum, CFP®
Senior Wealth Advisor, Managing Director
Read BioGeorge 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
Read BioJoe McLean
Chief Growth and Innovation Officer and Co-President Sports & Entertainment
Read BioGregory Palacorolla, CFP®
Senior Wealth Advisor, Managing Director
Read BioJohn G. Palguta, CPA, CFP®
Senior Wealth Advisor & Team Leader, Managing Director
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Levi Satterthwaite
Senior Client Service Specialist, Senior Associate

Tim Schmoll
Wealth Advisor, Senior Associate
Bradley J. Smith
Senior Portfolio Manager, Managing Director
Read BioSteven B. Trax, CPA, CFP®
Co-President Sports & Entertainment
Read BioBrian J. Woods
Senior Wealth Advisor, Managing Director
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