Nicholas Yrizarry
President and CEO
Nicholas is our lead Financial Advisor, conducting one-on-one meetings, client reviews and recommendations, education, and enrollment.
Melissa Wright, CFP®
Senior Wealth Advisor
Melissa is our lead Financial Planner, designing client financial plans, budgeting, plan assessment and vendor selection.
Shannon Hurley
Director of Client Relations
Shannon works directly with clients, coordinating virtual and in-person client events, overseeing and managing the office.
Karie Evans
Director of Business Development
Karie leads our business development team, marketing, and onboarding new clients to the firm.
Marnie Barborka
Executive Assistant
Marnie works with clients coordinating reviews, answering questions and office assistance.