Team Members

Our Team Members

Matthew Costa, CPA, CFP®, MAcc
Managing Partner, Senior Wealth Advisor
Alexi Halavazis
Wealth Advisor, Chief Compliance Officer
Joseph Hill, CPA, CFP®
Partner, Senior Wealth Advisor
Taylor Lewis-Costa
Director of Communications
Graham Mull, CFP®, MBA
Director of Qualified Plans, Wealth Advisor
Philip H Weiss, CFA, CPA
Senior Portfolio Manager
Chat with our team

Talk to one of our licensed professionals today to find out more about how our dedicated team can help you meet your financial goals with confidence.