Our Team

Built on relationships, guided by your vision

Five business professionals in suits standing on a railing by a river in a city with high-rise buildings.
Tim McGrath, CFP®, CLU, ChFC
Managing Partner / Founder
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Paul Merrick, CFA
Senior Wealth Advisor
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Kyle McGrath, CFA
Wealth Advisor
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Noah Shidlofsky
Financial Planning Associate
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Melissa Rodriguez
Director of Operations
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