Meet our Team of Experts

  • David Poarch

    Managing Partner

    Mr. Poarch is a Registered Investment Advisor and Managing Partner.

  • Brett Kramer, CFA

    Chief Investment Officer

    Mr. Kramer is a Registered Investment Advisor and the Chief Investment Officer.

  • Joel Kantor

    Partner/Financial Planner

    Mr. Kantor is a Registered Investment Advisor and Certified Financial Planner designee.

  • Aimee Boyer, J.D., CFP

    Financial Planner/Portfolio Manager

    Mrs. Boyer is a Registered Investment Advisor and joined the firm in 2011.

  • Robert Moore

    Financial Analyst/Trader

    Mr. Moore is a Registered Investment Advisor and has over 20 years experience in the investment industry.