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

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

  • Devon Sorge

    Devon Sorge

    CA, CPA
    Family Office & Insurance Consultant

Our Service Team

  • Marcie MacKimmie

    Marcie MacKimmie

    Client Experience Manager

  • Ruby Santos

    Ruby Santos

    Office & Client Service Manager

  • A smiling older woman with short, light brown hair, wearing a black dress with a blue and green floral pattern, earrings, a necklace, and rings, standing against a plain gray background.

    Eve McGuire

    Family Office Coordinator

  • LYNN PINEDA

    Operations & Client Services Administrator

Team Update

We're pleased to welcome Lynn Pineda to the team as our Operations & Client Services Administrator. Lynn brings extensive experience in the financial services industry and will be working closely with colleagues across the organization. We're excited to have her expertise on board and look forward to the contributions she'll make in her new role.

 

We also want to acknowledge that Ruby Santos will be concluding her time with the firm on July 31st. We thank Ruby for her contributions and the effort she has put into her work during her time here. She has been a valued member of the team, and we wish her continued success in her next chapter.