our team

our team
Marty McNamara, CPA/PFS, CFP<sup>®</sup>

Marty McNamara, CPA/PFS, CFP®

Co-Founder & Wealth Advisor

Patrick L. Chu, CPA/PFS, CFP<sup>®</sup>

Patrick L. Chu, CPA/PFS, CFP®

Co-Founder & Wealth Advisor

Brittany L. Carr

Brittany L. Carr

Client Service Coordinator

Matthew R. Hulley

Matthew R. Hulley

Financial Analyst