Our Team

A Diverse Team, Deep in Experience

We specialize in what we do, so that you can focus on what you want to do. Your wealth is personal. So are we. The better you perform, the better we perform.

Financial Advisors

Jim Schlager
Jim Schlager, CFP® Founder & Managing Partner Read Bio
Michael Ashley Schulman
Michael Ashley Schulman, CFA Partner & Chief Investment Officer Read Bio
Liz deSousa
Liz deSousa, CFP®, CDFA® Senior Financial Advisor Read Bio
Daniel Kerr
Daniel Kerr, CFP® Senior Financial Advisor Read Bio
Daniel Israeli, CPA, CFP®, CFA
Daniel Israeli, CPA, CFP®, CFA Financial Service Advisor Read Bio

Tax Advisors

Susan Lash
Susan Lash, CPA Tax Partner Read Bio
Tome Baldocchi
Tome Baldocchi, EA Senior Tax Manager Read Bio
Bo Hatakeyama
Bo Hatakeyama Tax Manager Read Bio
Laura Lee
Laura Lee Tax Associate Read Bio

Tax & Succession Strategist

Jerry Schnaus
Jerry Schnaus, JD, CPA Tax & Succession Strategist Read Bio
Allen Ahdoot
Allen Ahdoot Independent Consultant Read Bio

Business Management

Rupali Kaypee
Rupali Kaypee Accounting Manager Read Bio
Irene Aguilar, MSA
Irene Aguilar, MSA Business Management, Account Executive Read Bio


Tony Diaz
Tony Diaz Portfolio Associate Read Bio
Franklin Lee
Franklin Lee Director of Operations Read Bio
Kristi Buckley
Kristi Buckley Operations Coordinator Read Bio