Building Together
Build...Relationships
Team
Building Together


   Our Team

Our team is experienced, highly credentialed, and deeply vested in the lives and missions of our clients.
Client Management
Kenneth M. Hart, CFA
Kenneth M. Hart, CFA
Chief Executive Officer

David W. Drews, CPA, CFA
David W. Drews, CPA, CFA
Managing Director
Client Manager

Mike Milojevich
Michael L. Milojevich, CFP®
Managing Director
Client Manager

Kerry Kozlowski, AWMA
Kerry Kozlowski, AWMA
Managing Director
Business Development

Next