Meet Our Team

  • Thomas Holt

    CPA, PFS, CGMA
    Managing Partner/President

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  • Brian Brescia

    CPA, CFP®, PFS
    Managing Partner/Co-Founder

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  • Alexia Varga

    CFE, CPA, CGMA
    Managing Partner

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  • Radha Rai

    ESQ.
    Chief Compliance Officer

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  • Steven E. Marcus

    Senior Investment Officer

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  • Frank M. Ashley, III

    CPA/PFS
    Senior Investment Officer

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  • P. Jill Ashley

    CPA
    Senior Investment Officer

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  • Jay L. Marmer

    Managing Director

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  • Ryan Shore

    CPA, CFP®
    Investment Advisor Representative

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  • Michele Brescia

    Relationship Manager

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  • Tracey L. Davis

    Operations Administrator

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