Your Advisory Team
We put our team of financial and tax advisors to work for you, so you can make the smartest decisions for your unique life stage, circumstances and priorities.
Aaron Taylor, EA
Senior Accountant
Aaron helps break down complex tax strategies into straightforward terms. He cares about helping clients succeed, not just in their finances, but in life overall.
Jon Cook, CPA, CFP®
Founding Partner
Our resident finance and tax genius, Jon helps clients navigate complex finances, like restricted stock transactions, estate issues, wealth preservation, and personal/corporate income tax.
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Service Team
From answering your calls to adding a new account to processing your taxes, our service team is here to make your life easier.

Whitney Stewart
Client Services Associate
Whitney helps with moving money and processing forms, applying her experience in nonprofit and finance to help us improve our processes.
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Joey Costa
VP of Development & Technology
Joey oversees business development and tech operations. He is a forward-thinking leader and committed problem solver.

Jenny Palmer
Office Manager
A former relationship banker, Jenny helps with moving money, processing forms, online access, account changes and more.

Sophie Howell
Director, Communications
Sophie oversees communications and marketing, prioritizing clear messaging.