Your Dedicated Team

We are committed to providing you with personalized strategies to help you achieve your financial and real estate goals.

Leadership

Team

  • Katie Rodd

    Katie Rodd

    Managing Director - Head of Execution

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  • Hunter Penrose

    Hunter Penrose

    Associate

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  • Adam Schwimmer

    Analyst

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  • Matthew Sawina

    Matthew Sawina

    Graphic Design & Marketing Associate

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  • Julius Frago

    Julius Frago

    Executive Assistant

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