Our Team

Where the Magic Happens

We’re very proud of our team – 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, and a ChFEBC professional. 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