
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
CPA, CA, CFP, TEP, ICD.D, FEA
Co-Founder -
Devon Sorge
CPA, CA
Family Office & Insurance Consultant -
Tom Sorge
Founding Partner- retiring July 2025.
Formal retirement announcement
is posted in our discovery room/blog.
Our Service Team
-
Marcie MacKimmie
Client Experience Manager
-
Ruby Santos
Office & Client Service Manager
-
Eve McGuire
Family Office Coordinator
