Rafael is the Managing Director, Chief Compliance Officer, Co-Founder and an Investment Advisor Representative. He holds a B.S. from Menlo College and the Accredited Investment Fiduciary® designation, which is associated with Katz, School of Business at The University of Pittsburg. He has over 25 years of experience and his prior affiliations were Raymond James, Citicorp, American Express, Kidder, Peabody and Bateman Eichler Hill Richards.
Rafael O. Velez, AIF®
Mark B. Pietrofesa, CFP®
Certified Financial Planner
Mark is the Co-Founder and an Investment Advisor Representative. He holds a B.S. from The University of Minnesota, has earned the Certified Financial Planner (CFP®) designation and is a member of the Financial Planning Association (FPA). He brings more than 25 years of experience to his clients and his prior affiliations include Raymond James and American Express.
Cristina Petersen Albright
Cristina is the Director of Client Services and a Registered Representative of LPL Financial Services, Inc. She holds a B.S. from Menlo College. She has over 15 years of experience providing exceptional service to private clients.
Kathryn L. Buteyn
Client Services Associate