Our People
Chandra Dindial
Senior Associate, Resource Specialist
Robin Dobbs, CFP®
Senior Vice President
John Dobson, CFP®
Assistant Vice President
Eric Dostal, J.D., CFP®
Managing Director
Paul Dryden, MBA, WMCP
Assistant Vice President, Investments
Emi Duarte
Client Service Associate
Kristin Economou
Client Service Associate
Rina Edelstein, CPA
Family Office Accounting Manager
David Edwards, MBA
Managing Director
James Eichelberger, CFP®, AIF®
Managing Director
Alicia Eichelberger, FPQP™
Client Service Associate
Petros Elias
Client Service Associate
Sarah Emhardt
Senior Associate, Resource Specialist
Marianne Esche, CFP®
Senior Advisor Associate
Jacob Even, J.D., LL.M (Tax)
Senior Vice President, Strategist – Tax Policy and Research
Debra Falk, MBA
Executive Assistant