Our Team Jim Bradley, CFA, CFP®, CAIAFounder & Chief Investment Officer Read Jim’s Bio Craig Joncas, CFP®Financial Advisor & Chief Executive Officer Read Craig’s Bio Hannah Tackett, IACCP®Chief Operating Officer & Chief Compliance Officer Read Hannah’s Bio Julie WilletteClient Success Manager Read Julie’s Bio Sam Chaplin, CFAPortfolio Manager Read Sam’s Bio Tyler Hafford, CFP®Financial Advisor Read Tyler’s Bio Libby McKay, CFP®Financial Advisor Read Libby’s Bio Jessi Dolmage, CFP®Financial Advisor Read Jessi’s Bio Melissa HuangClient Success Coordinator Read Melissa’s Bio Karen Elise Kilbride, CFP®, CPAFinancial Advisor Read Karen Elise’s Bio Colby MankPortfolio Administrator Read Colby’s Bio Rebecca SchumanAssociate Financial Advisor Read Rebecca’s Bio