Meet the Team
One team. One table. Every plan.
Every client plan is reviewed by our full advisory team. Our office staff make sure you reach the right person quickly.
Andrea DardenFounder and CEO
Annie RussoChief Operating Officer
Dave McNeelyChief Investment and Financial Strategist
Mark MinderDirector of Business Strategies and Advanced Planning
Hylan MoisesPrivate Markets Strategist
Troy ButtonFamily Wealth Associate
Leeanne KunnertOffice Administrator
Catherine DardenClerical InternMarcus DardenInternSee if we're a fit.
Answer a few short questions about your family and finances. You'll get a recommendation and can book a time with the right advisor.