Our Team of Experts

  • David Poarch

    Managing Partner

    David Poarch is a Registered Investment Advisor and Managing Partner.

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  • Brett Kramer, CFA

    Managing Partner

    Brett Kramer is a Registered Investment Advisor and the Chief Investment Officer.

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  • Joel Kantor

    Partner, Financial Planner

    Joel Kantor is a Registered Investment Advisor and past Certified Financial Planner designee.

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  • Aimee Boyer, J.D., CFP

    Partner, Financial Planner/Portfolio Manager

    Ms. Boyer is a Registered Investment Advisor and joined the firm in 2011.

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  • Robert (Toby) Moore, CIMA®

    Financial Analyst/ Trader

    Mr. Moore is a Registered Investment Advisor and has over 20 years experience in the investment industry.

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