Team
How I Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.
A team approach adds perspective to all I do and provides increased benefits to my clients.
Meet the Team
Jeffrey J. Carter, CRPC®| AWMA®| AAMS®| SE-AWMA®
Managing Partner
Rich Steinmeier
Chief Executive Officer
Matt Audette
President and Chief Financial Officer
Althea Brown
Group Managing Director, Chief Legal Officer and Corporate Secretary
Marc Cohen
Group Managing Director, Business Strategy and Innovation
Matthew K. Enyedi
Group Managing Director, Client Success
Greg Gates
Group Managing Director, Chief Technology & Information Officer
Aneri Jambusaria
Group Managing Director, Wealth Management