You're not like most people. Neither are we.
You deserve a team that understands your life—not just your accounts.
We’re built to work together across disciplines, so you’re not stuck playing middleman or translating one professional to another.
Clear roles. Shared context. Better decisions.
OUR LEADERSHIP TEAM
Robert Annable
Founder | Wealth Advisor + Tax Strategist
Nikki Polistina, CFP
President | Director of Financial Planning
OUR ADVISORS
Amy Joslin
Wealth Advisor
Troy Thompson
Wealth Advisor
OUR SERVICE TEAM
Thoughtful planning takes more than one perspective. Our clients are supported by specialists who help you with every decision, giving you greater clarity, coordination, and care.
Joe Fortuna
Operations And Client Services
Preston Walchli
Client Services Lead
Kelsey Souers
Director of Marketing
Start with a Thoughtful Conversation
Whether you’re evaluating a new advisor, seeking a second opinion, or simply want clarity around your current strategy, we welcome the conversation.