Our Team

Our boutique approach creates a high-touch, relational experience unique in wealth management.

We value a true depth of relationship unique to our industry.  That is why our teams are built directly to address this need.  Let our team of experts tailor a financial plan that reflects your unique values and dreams.

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Kimberly Victoria, FPQP®

Founder, Senior Advisor

Brian Cox, CFP®, MBA

Principal

Kirby Jacobson, CFA®, CFP®

Managing Principal, Chief Investment Officer

Mandi Moynihan, CFP®

Chief Marketing Officer, Senior Advisor

Russell Jacobson, CFP®, CEPA

Principal, Senior Advisor

Amber Picard, CFP®

Client Advisor

Taylor Wilcox, FPQP®

Client Advisor

Shari Seidman

Associate Client Advisor

Let our team help you.

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Is my portfolio positioned appropriately?
What am I paying in fees?
How do I balance enjoying today without sacrificing tomorrow?