Meet your partners
Our dedicated professionals bring decades of combined experience in financial planning, investment management, and wealth advisory services.
Ryan Sterling
MBA, Investment Management from Vanderbilt University
Chartered Financial Analyst®
20+ years in wealth management
Former child actor (current SAG cardholder)
James Bashall
Master of Commerce in Finance and Master of Science in Psychology from University of Cape Town
Certified Public Accountant
10+ years in financial services and 4+ years in wealth management
Has traveled to 5 continents, lived in 3
William Toczylowski
Providence College
Certified Financial Planner®
10+ years in wealth management
Two-time high school soccer state champion
Tracey Rinaldi
University at Buffalo Law School (J.D.) and University at Albany graduate (summa cum laude)
8 years in wealth management and 18 years in the financial industry
Ambassador to Women in Financial Markets and Board Member of the Dean's Advisory Council for University at Buffalo Law School
Mike Letzter
University of Wisconsin - Madison
8+ years in Wealth Management
Dog dad to a mini dachshund, Dewey
Scott Brazina
Trinity College
Level II Candidate, Chartered Financial Analyst® Program
Empowered 500K+ individuals to transform their lives through world-class obstacle course events
Collegiate Soccer Player
Josh Rubin
Syracuse University
Certified Financial Planner®
4+ years in Wealth Management
Member of Cure Epilepsy Charity Champions Program
Smart strategies start with the right partner
Ready for a second opinion on your money? We’ll turn your goals into a tailored financial plan and investment strategy.partner