We’re the pen to your clean slate. Meet your creative team.

Fritz Glasser, CIMA®
Founding Advisor, CEO

Meghan Railey, CFP®
Founding Advisor, CFO

Michael Berger
Director of Client Operations / Chief Compliance Officer

Ryan Klippel, CFP®
Financial Planner / Philanthropy Specialist

Jason Lee
Senior Client Operations Associate

Megan Shannon
Chief of Staff

Milannie Cintron
Executive Assistant

Jeff Morneault, CFP®, EA
Financial Planner

Kenneth Watts, EA
Director of Tax