Life by design, not by default
Every client is unique, but our Wealth Management client experience is always the same.
Relationship Management
We use a proactive approach working with you and your professional network of advisors to coordinate a team effort on your financial issues.
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Our Team
Leadership and Accountability.
We have your complete investment, tax, and financial blueprint in mind.

Gregory M. Desmond
President / Senior Wealth Advisor
CPA/PFS, CFP®

Cynthia T. Rae Lusk
Business Operations Manager / Paraplanner
JD, EA

Marvin S. Schick
Senior Tax Accountant
CPA, MBA

Mitchell Struthers
Wealth Advisor Analyst
CPA, CFA

Jacque LeFore
Certified Financial Planner
CFP®

Joy Maze
Client Service Representative

Katherine Howard
Operations Specialist

Pauline Grundig
Tax Specialist
CPA
