Family Office Leadership

Meet the Team

Mitch Reiner, CFP®, CIMA®

Managing Partner, Senior Investment Advisor

Mike Parsons, CFA

Family Office Advisor

Ansur Ahmed

Private Investment Specialist

Jennifer Gay

Client Service Manager

Madi Grosse

Family Office Associate

David Doverspike, J.D., LL.M.

Wealth Strategist

Get In Touch

Beating the market is hard.
Forecasting it is even harder.

We are Advisors. Investors. Problem Solvers. Empathizers. Teammates. Friends. Family. Do the things you want to do, and leave the rest to us.