Meet the advisors and client success team dedicated to walking with you every step of the way.

Tod Arbutina, CPA, CFP®, MBA, CKA®, PFS

Nick Raught, CFP®

Vasili Rizos, CFA, CFP®

Dana Fitzgerald

Mandy Albanese, CPA, CKA®

Betsy Flinner, EA

Tax Planning Manager and Client Solutions Specialist

Jim Garr, MBA

Rob Holdcroft

Founder, Holdcroft Wealth Management – Affiliate of Three Cord True Wealth Management, Financial Planner