Meet Our Team

We all play an integral role in your financial success. As financial advocates and stewards of your wealth, our team applies decades of experience to provide the planning, judgement, and expertise your family needs. Our strength lies in our planning-led approach and being fully vested in guiding you toward long-term financial success. Read more about Why Clients Choose Us.
 

WE ACT AS FIDUCIARIES OF OUR CLIENTS' WEALTH

Our team is very experienced and has a wide range of expertise to address the complex needs of our clients' wealth management needs. Our team is highly credentialed and dedicated to offering exceptional service, advice and comprehensive wealth management and investment solutions

Steve Giacobbe Accredited Wealth Management

Steve Giacobbe, CFA®, CFP®
Managing Partner
Chief Investment Officer

 

Shawn Clark Accredited Wealth Management

Shawn Clark, MBA
Managing Partner
Financial Advisor

Brad Fisher Accredited Wealth Management

Brad Fisher, CFP®, RICP®
Senior Financial Planner

Jen Giacobbe Accredited Wealth Management

Jennifer Giacobbe
Client Service

Monica Ledbetter Accredited Wealth Management

Monica Ledbetter
Administrative Officer

 

 

 

 

 

 

 

 

 

 

QUESTIONS TO ASK A FINANCIAL ADVISOR

We believe it's important to ask about areas of experience, credentials and compensation structure prior to hiring a Financial Advisor. Here are some good questions to ask when considering hiring a Financial Advisor.

 

Learn more about our credentials, distinctions and affiliations.