Meet your team
Jamie Lapin, CFP, AIF, CDFA
Private Wealth Advisor
Jamie has spent her career helping families reach financial freedom by simplifying the complex. She has built a firm of professionals to be a collective wealth of knowledge to the families we serve.
Jamie is one of the first Certified Financial Planner professionals, attended Harvard's negotiation project, holds the Certified Divorce Financial Planning (CDFA)...
Thiago Glieger, AIF, ChFEBC
Private Wealth Advisor
Thiago leads our team of professionals and advises clients on all matters involving their wealth, helping them understand how all the pieces work together.
Thiago has completed courses with Yale University, School of Management with Dr. Robert J. Shiller, Nobel Laureate in Economic Sciences and Economist, and...
Home Office Team
Amy Kryjak
Maya Miyagishima
Sandra Gorham
Operations Manager
Sandra Gorham
Maya Miyagishima
Sandra Gorham
Executive Assistant
Toni Fava
Maya Miyagishima
Maya Miyagishima
Client Service Associate
Maya Miyagishima
Maya Miyagishima
Maya Miyagishima
Client Service Associate
Susan Chesney, MS, CFP
Financial Planner
Sue runs and operates Delegated Planning, managing our team of financial planners that supports our advisors and clients. With 20+ years of experience, Sue has served thousands of families ranging from simple retirement plans to complex $50 million family wealth plans.
Cassandra Sakala
Client Service
Sandy manages our service team and helps make sure the families we serve always have the same excellent experience. They handle all of the moving parts in making sure our clients' plans are implemented smoothly and correctly.
What we do for our clients
FERS Benefits Planning
FERS Benefits Planning
FERS Benefits Planning
Maximize your FERS, TSP, FEHB, FEGLI, spousal, Social Security, and other benefits so that you may enjoy the lifestyles you've earned and a financially secure life after service.
Financial Planning
FERS Benefits Planning
FERS Benefits Planning
We'll help you create a blueprint that represents the life you'd like to live, and together we'll define your objectives and gear your wealth toward attaining them.
Retirement Planning
FERS Benefits Planning
Portfolio Management
Many people worry they’ll outlive their money. We’ll help you create a plan to support you for a lifetime, and then show you how to invest in a way to sustain this plan.
Portfolio Management
FERS Benefits Planning
Portfolio Management
Investors are more successful when supported by a team of experts, due to skills and behavioral biases. As financial behaviorists, we help you avoid many common pitfalls.
Enhanced Tax Management
Enhanced Tax Management
Enhanced Tax Management
Tax-efficient investing can considerably enhance your returns, helping you to keep more of what you earn. We leverage tax strategies to maximize after-tax returns.
Protection & Insurance
Enhanced Tax Management
Enhanced Tax Management
The right insurance coverage helps protect your future and mitigate unexpected risks at a reasonable cost. We advise on coverages in the areas of life, health, business and P&C.
Legacy Management
Enhanced Tax Management
Strategic Partnerships
By reviewing your documents and collaborating with your legal counsel, we help ensure your estate is protected and directed with your intended stewardship for the next generation.
Strategic Partnerships
Enhanced Tax Management
Strategic Partnerships
We work with other professionals to safeguard and enhance your financial position, either with your team or introducing you to trusted professionals with whom our clients have had success.