Meet Our Team

J Christian Piazza

Founder | CEO | Financial Advisor

Enneagram 7: Enthusiastic Visionary

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Austin Reaster

Director of Investment & Financial Planning

Enneagram 2 - Considerate Helper

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Deb Milnar

Operations & Client Experience Specialist

Enneagram 5: Quiet Specialist

Hailey Trotter

Client Service & New Business Specialist

Enneagram 2: Considerate Helper