Who We Are

We are unabashed champions of helping you create a wealth management strategy that prioritizes happiness over hoarding.

Our Team

Tripp Friedler

Tripp Friedler

Co-founder & Managing Partner

Michael Kirschman

Michael Kirschman

Co-founder & Partner

Eric Deroche

Eric Deroche

Partner, Investment Advisory

John Barton

John Barton

Managing Partner

Joe Rodriguez

Joe Rodriguez

Chief Financial Officer

Julie Koegler

Julie Koegler

Director of Finance

Andrew Hansel

Andrew Hansel

Director of Investments

Amanda Kiefer

Amanda Kiefer

Sr. Associate, Investment Advisory

Max Rathle

Max Rathle

Associate, Investment Advisory

Jennifer McKibben

Jennifer McKibben

Associate, Family Office Client Services

Alicia Merlino

Alicia Merlino

Associate, Family Office Client Services

Donna Smith

Donna Smith

Associate Director, Fund Administration

Laurel Yarborough

Laurel Yarborough

Associate, Accounting & Fund Administration

Cliff Mintz

Cliff Mintz

Alternative Investments Analyst

Deborah Bradbury

Deborah Bradbury

Office Manager & Executive Assistant

William Maloney

William Maloney

Associate, Systems Administration