Kyle Heksch, CFP® is our Director of Portfolio Management. He’s currently engrossed in the market, constantly evaluating activity and searching for new opportunities. He helps select the right investments for your account(s), overall portfolio construction, and oversees the performance of all your investments.
Natalie DiNunzio, Wealth Advisor, is the Director of Financial Planning. She’s in the middle of gathering a client’s financial information, overlapping it with their goals, and orchestrating an intricate plan for their life and retirement goals.