OUR TEAM
Meet Your Advisory Team
Gregory P. Ganse
Founder, Managing Board Member
Tyler L. Harris
Partner, Chief Investment Officer
CFP®, CAIA®
Haley M. Schwartz
Partner, Head of Wealth Advisory
CFP®, RICP®
Maggie G. Fisher
WEALTH ADVISOR
CFP®
Nikolas C. Madonis
PORTFOLIO MANAGER
CFA
Joshua T. Guevin
PORTFOLIO MANAGER
CFA
Professional Certifications & Expertise
CFP®
CERTIFIED FINANCIAL PLANNER®
CFA®
Chartered Financial Analyst®
CAIA®
Chartered Alternative Investment Analyst®
RICP
Retirement Income
Certified Professional®