Our Team
Jim Bradley, CFA, CFP®, CAIA
Founder & Chief Investment Officer
Craig Joncas, CFP®
Financial Advisor & Chief Executive Officer
Hannah Tackett, IACCP®
Chief Operating Officer & Chief Compliance Officer
Julie Willette
Client Success Manager
Sam Chaplin, CFA
Portfolio Manager
Tyler Hafford, CFP®
Financial Advisor
Libby McKay, CFP®
Financial Advisor
Jessi Dolmage, CFP®
Financial Advisor
Melissa Huang
Client Success Coordinator
Karen Elise Kilbride, CFP®, CPA
Financial Advisor
Colby Mank
Portfolio Administrator
Rebecca Schuman
Associate Financial Advisor