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Expertise matters. Find it here.

Trusted guidance.

Partners & Team

Lou Naser
Managing Partner

Our core values of trust and integrity provide the foundation for our wealth management philosophy.

We provide an unparalleled client experience combining education with holistic wealth management strategies.

Lou Naser, Managing Partner

Brian King, CFP®

Joseph H. Langlois III, CFP®

Colin Mansfield

Dr. Joseph Ellis, CFP®, DPM
VP of Marketing

Nina Naser

Tony Nijmeh

Jason Connolly, CFP®

Darren Speight

Kyle Farmer

Maxwell Keltner, CFP®
VP of Financial Planning

Anthony Naser, MS
VP of Client Relations

Kayla Daniel
VP of Client Relations

Julie Mansfield
VP of Client Relations

Lisa DuRoss
VP of Client Relations

Allison Keltner
VP of Client Relations

Advisors Capital Management

Dr. Charles Lieberman
Co-Founder | Chief Investment Officer

Dr. Alan Greenspan
Economic Advisor

David Lieberman, M.B.A.
Managing Partner | Portfolio Manager

Dr. JoAnne Feeney
Portfolio Manager

Stephen Zurilla, CFA®
Co-Portfolio Manager

DFPG Investments

Mike Bendix
Co-Founder, CEO

Ryan Smith
Co-Founder, President, CCO

Dan Luke

Dave Laga
CFO, Director of Due Diligence

Jeff Brimhall, PhD, CFP®, CFA®
Investment Director

Nick Hansen, M.B.A.
VP of Business Development