Meet Our Team

Team photo

As our client, you can count on us to give you the world-class service you deserve. You’ll have a dedicated team of experts showing you the ropes and helping you navigate the complexities of wealth. In the end, your partnership with our team may allow you to enjoy every season of life with greater financial clarity, confidence.

50+

Years of Combined
Experience

$425M

Assets Under
Management

126

Number of
Clients

As of 4/1/2023

Photo of Timothy DAVIS, CFP<sup>®</sup>

Timothy DAVIS, CFP®

Partner, Executive Managing Director,
and Wealth Manager

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Photo of Michaelyn D. Bortolotti

Michaelyn D. Bortolotti

Partner, Vice President,
and Wealth Manager

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Photo of Michael Carilli

Michael Carilli

Partner, Vice President,
and Wealth & Portfolio Specialist

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Photo of Edward

Edward J. Neibert

Partner, Vice President,
and Wealth Management Associate

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