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

Tod Arbutina

, CPA, CFP®, MBA, CKA®, PFS

Founder, Financial Planner

Nick Raught

, CFP®

Vasili Rizos

, CFA, CFP®

Mandy Albanese

, CPA, CKA®

Director of Operations

Betsy Flinner

, EA

Senior Tax Account and Planning Assistant

Jim Garr

, MBA

Retirement & Distribution Planning Specialist

Rob Holdcroft

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