Our Team

Jim Bradley, CFA, CFP®, CAIA
Founder, Financial Advisor, Partner

Craig Joncas, CFP®
Financial Advisor, Chief Executive Officer, Partner

Hannah Tackett, IACCP®
Chief Operating Officer, Chief Compliance Officer, Partner

Julie Willette, FPQP^®
Client Service Manager

Sam Chaplin, CFA
Chief Investment Officer, Partner

Tyler Hafford, CFP®
Financial Advisor, Partner

Libby McKay, CFP®
Financial Advisor, Partner

Jessi Dolmage, CFP®
Financial Advisor

Rebecca Schuman, CFP®
Associate Financial Advisor

Yelsh Gebreselassie
Portfolio Administrator

Reilly Dwight
Client Service Associate

Tucker Grinnell 
Client Service Associate