Meet Our Team
Michael Zepatos
Managing Director
Michael has expertise in comprehensive financial planning services, with a specialty in portfolio management and retirement planning. Highly empathetic, he enjoys working closely with the families and individuals we serve to develop...
Eric Baertels
Managing Director
Eric crafts tailored financial plans for clients designed to address each of their goals while staying aligned with their time horizon and tolerance for risk. Honest and sincere, he truly cares about their well-being and works closely...
Read more
Jerry Lovett
Client Relationship Manager
With over a decade in the financial services industry, Jerry provides knowledgeable guidance to help clients pursue their financial goals. He has expertise in comprehensive financial planning services and provides tailored strategies...
Read more