Meet the advisors and client success team dedicated to walking with you every step of the way.

Tod Arbutina

, CPA, CFP®, MBA, CKA®, PFS

Nick Raught

, CFP®

Vasili Rizos

, CFA, CFP®

Mandy Albanese

, CPA, CKA®

Betsy Flinner

, EA

Tax Planning Manager and Client Solutions Specialist

Jim Garr

, MBA

Retirement & Distribution Planning Specialist

Rob Holdcroft

Founder, Holdcroft Wealth Management – Affiliate of Three Cord True Wealth Management, Financial Planner