Our People

Tom Curti - Financial Advisor DLoftus-2015-160x160 Mike McCaw

Thomas Curti, CFP®

Founder & Principal
Read Full Bio

Doug Loftus, CFP®

Founder & Principal
Read Full Bio

Michael McCaw

J.D., Principal
Read Full Bio

Dan Vogelpohl ELoftus-2015a-160x160 m_bosco-160x160

Dan Vogelpohl

Principal
Read Full Bio

 

Eric Loftus, CFP®

Financial Advisor and
Senior Portfolio Manager
Read Full Bio

 Megan Bosco, CFA, 
CFP®

Financial Advisor
Read Full Bio
 E_Smith_160x160  LBruewer-2015-160x160  S_Arling_160x160
Erik Smith, CFP®
Financial Planning
Associate
Read Full Bio

Lisa Bruewer

Client Services Associate
Read Full Bio

Susie Arling
Client Services Associate
Read Full Bio
 Michelle-2015-160x160    

Michelle Roth

Receptionist
Read Full Bio

   

Awards & Recognition