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

  • Tom Sorge

    Founding Partner- retiring July 2025.

    Formal retirement announcement

    is posted in our discovery room/blog.

Our Service Team

  • Marcie MacKimmie

    Marcie MacKimmie

    Client Experience Manager

  • Ruby Santos

    Ruby Santos

    Office & Client Service Manager

  • Eve McGuire

    Family Office Coordinator