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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®
Partner

Joseph H. Langlois III, CFP®
Partner

Colin Mansfield
Partner

Dr. Joseph Ellis, CFP®, DPM
Vice-President of Marketing

Nina Naser
Executive VP of Client Relations

Tony Nijmeh
Partner

Jason Connolly, CFP®
Partner

Darren Speight
Partner

Kyle Farmer
Partner

Maxwell Keltner, CFP®
VP of Financial Planning

Anthony Naser, MS
VP of Client Relations

Julie Mansfield
VP of Client Relations

DFPG Investments

Mike Bendix
Co-Founder, CEO

Ryan Smith
Co-Founder, President, CCO

Dan Luke
Co-Founder

Dave Laga
CFO, Director of Due Diligence