Our Team

As Fiduciaries, we bring together the expertise of CERTIFIED PUBLIC ACCOUNTANT (CPAs) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, Accredited Investment Fiduciaries (AIFs), Chartered Financial Analysts® (CFAs®), Chartered Alternative Investment Analysts® (CAIA®), and Enrolled Agents (EAs) on our team to develop strategies that will provide comprehensive and tailored solutions to our clients’ unique and complex wealth management needs.

Our Founder

Partners

Rachael Bellah

Rachael Bellah

Chief Operating Officer

Wade Client Services Team

Caleb Gesek

Caleb Gesek

Associate Advisor

Karla Rees, EA CFP®

Karla Rees CFP®, EA

Associate Advisor

Duke Andrews

Duke Andrews

Portfolio Management Associate

Jessica Hernandez

Jessica Hernandez

Client Service Associate

photo-coming

Caroline O’Neill FPQP®

Client Service Associate/Paraplanner,

There is no time like the present

Contact us today to speak to one of our trusted advisors and learn how our team can partner, educate, and guide you on your path to financial confidence.

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