Meet Our Team

Financial advice is only as good as the advisors behind it. 

Our team is committed to providing you the highest standards of care through pursuing and maintaining the most respected credentials in the industry. Learn more about our partners and why they do what they do below.


Matthew Davis, CFP®

Co-Founder, Advisor

  • LinkedIn

Hannah Boundy, CFA®, CFP®

Co-Founder, Advisor

  • LinkedIn

Michael Davis, CPA®

Tax Specialist

  • LinkedIn
Headshot VC.jpeg

Vincent Chambers, Esq.

Legal Specialist

  • LinkedIn

Yvonne Darby


  • LinkedIn

John McMahon

Client Relationship Manager

  • LinkedIn