Our Team

We counsel families of affluence in building sustainable wealth strategies which preserve the values, vision and goals of the family and its businesses.

Our Advisors

  • Allison Maher

    Allison Maher

    CPA, CA, CFP, TEP, ICD.D, FEA
    Co-Founder

  • Tom Sorge

    Tom Sorge

    CFP, CLU, CH.F.C., TEP, FEA
    Co-Founder

  • Devon Sorge

    Devon Sorge

    CPA, CA

  • Kodie Dewar

    Kodie Dewar

    B.Sc

Our Service Team

  • Marcie MacKimmie

    Marcie MacKimmie

    Client Experience Manager

  • Ruby Santos

    Ruby Santos

    Office & Client Service Manager

“Having financial security offers you the luxury and responsibility of choice. With a team like Tom, Allison, Devon and Kodie, those choices do not seem so overwhelming.”

~ Founder, Oil & Gas Investment Banker