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.

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Matthew Davis, CFP®

Co-Founder, Advisor

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Hannah Boundy, CFA®, CFP®

Co-Founder, Advisor

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Michael Davis, CPA®

Tax Specialist

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Vincent Chambers, Esq.

Legal Specialist

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Yvonne Darby

Associate

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John McMahon

Client Relationship Manager

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