Our Team

Where the Magic Happens

We’re very proud of our team – wicked smart, highly credentialed, caring and committed people who can create order out of chaos, help you see the promise of your future, and give you confidence about your financial well-being.

Our house includes a CFP® practitioner, AIF® professionals, a CDFA® professional with advanced mediation training, a ChFEBC professional, and a CPA. All of our professionals put their training and talents to work to serve your interests.

Jamie S. Lapin, CFP®, CDFA®, AIF®

Jamie S. Lapin, CFP®, CDFA®, AIF®

President, Private Wealth Advisor

Thiago Glieger, AIF, ChFEBC℠

Thiago Glieger, AIF, ChFEBC℠

Private Wealth Advisor

Amy Kryjak

Amy Kryjak

Operations Manager

Sandra Gorham

Sandra Gorham

Executive Assistant

Sandy Sakala

Sandy Sakala

Business Specialist