Our team shares a passion for helping clients achieve their financial goals. We use an evidence-based investment strategy to deliver the returns of capital markets and we take an active approach to adding value through tax loss harvesting, rebalancing and other wealth management strategies. Our strategic partnerships with Cassady Schiller CPAs & Advisors and Charles Schwab, along with access to Institutional Class Investment Managers allow us to focus our energy on our highest priority – our clients.

For more detail, click on our individual bios.

Our Team

Michael W. Clark

CPA, PFS, Managing Partner

James B. McGrath

CFA®, CPA, CFP®, CIMA®, Director of Wealth Management Services

Marc Wambaugh

CFP®, Senior Wealth Advisor

Emilie Schwarz

CPA, CFP®, Wealth Advisor

Ethan Jackson

Investment Associate

Adrienne Schroder

Client Service Administrator