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Our Team

We are a team of seasoned advisors, strategists, and fiduciaries united by a shared commitment to excellence. Through integrity, we personalize wealth guidance specific to your individual needs. See for yourself, make an appointment today.

Management Team

Shane Boddington

Managing Partner - Chief Investment Officer

Marina Ortiz

Partner - Chief Operating Officer

Advisory Board

Brendan Connaughton

Chair of Advisory Board

Compliance & Operations

RIA Systems LLC

Rod Ehrlich

Principal at
RIA Systems LLC

Jeff Hughes

Operations Manager at
RIA Systems LLC

Megan Rosenbalm

Client Manager at
RIA Systems LLC

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