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About | Meet the Team

Our team of licensed professionals is an eclectic mix of experienced veterans and rising stars. Feel free to connect with one of us directly or submit an inquiry to our entire team by clicking here.

David is the leader and visionary behind our organization. He graduated from Temple University with a degree in Accounting and Business Law and then went onto the University of Houston to earn an MBA in Finance & Marketing. David...

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Ian joined our team in January of 2011 as a Financial Services Assistant and transitioned into a Wealth Service Associate role later that year. He graduated Cum Laude from Ithaca College with a Bachelor’s degree in Sports...

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Lori joined our team in January of 2008 as David’s assistant and her position has evolved over the years into Supervisor of Client Services. She graduated from Thomas Edison University with a Bachelor’s degree in Psychology...

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Yoshley Mejia

Tax & Client Service Associate



Yoshley joined our team in December 2019 as our intern. She is currently enrolled in Bloomfield College and is expected to graduate in May 2022 with her master’s degree. Yoshley is currently majoring in Accounting and minoring in...

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