Our Team
Executive Management
Cassandra Toroian
Founder
Chief Investment Officer
Cassandra Toroian
Founder
Chief Investment Officer
Jacquelyn K. Blue
Chief Compliance Officer
Chief Financial Officer
Director of Operations
Jacquelyn K. Blue
Chief Compliance Officer
Chief Financial Officer
Director of Operations
Jacqueline Reeves
Head of Portfolio Strategy and Research
Senior Investment Advisor
401(k) Advisory Services Manager
Jacqueline Reeves
Head of Portfolio Strategy and Research
Senior Investment Advisor
401(k) Advisory Services Manager
Client Relationship Team
Ellen P. Shea
Sr. Client Specialist
CFP®, CFA
Ellen P. Shea
Sr. Client Specialist
CFP®, CFA
Andres Bonell
Senior Investment Advisor
Andres Bonell
Senior Investment Advisor
Sally Lawson
Senior Investment Advisor
Sally Lawson
Senior Investment Advisor
Melissa Quin
Sr. Financial Solutions Consultant
Melissa Quin
Sr. Financial Solutions Consultant
