Our Team

Jim Bradley, CFA, CFP®, CAIA
Financial Advisor, Principal

Craig Joncas, CFP®
Financial Advisor, Principal

Sam Chaplin, CFA
Chief Investment Officer, Owner

Tyler Hafford, CFP®
Financial Advisor, Owner

Libby McKay, CFP®
Financial Advisor, Owner

Julie Willette, FPQP^®
Client Service Manager

Rebecca Schuman, CFP®
Associate Financial Advisor

Yelsh Gebreselassie
Portfolio Administrator

Reilly Dwight
Client Service Associate

Tucker Grinnell 
Client Service Associate

Nate Hubbard
Associate Financial Advisor