Meet the Team
Our Team
Qualified financial professionals who are passionate about helping you achieve your vision of abundance.
The Team
Advisory, Client Service & Operations
Select any member to view their full profile.
-
Alfie Tounjian, CFP®, RFC® CEO & Founder View Profile
-
Mary C. Thompson Vice President View Profile
-
David Antonucci, CLU®, CRPC® VP of Wealth Management View Profile
-
Daniella Byxbe Senior Investment Operations Specialist View Profile
-
Curtis Harrell Senior Financial Advisor View Profile
-
Devon Tounjian Technology & Marketing Specialist View Profile
-
Garrett Eisenhauer Financial Advisor View Profile
-
Tommie Tounjian Payroll Administrator View Profile
-
Alex Michael Senior Trading & Investment Specialist View Profile
-
Stephen Culley Associate Advisor View Profile
-
Jade Potter Client Service Administrator View Profile