Our Team

Jim Bradley, CFA, AIF®, 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
Associate Portfolio Manager

Tyler Hafford, CFP®
Financial Advisor

Jessi Dolmage, CFP®
Financial Advisor

Libby McKay, CFP®
Financial Advisor

Melissa Huang
Client Success Coordinator

Karen Elise Kilbride, CFP®, CPA
Financial Advisor

Colby Mank
Portfolio Administrator