• Felix Danciu

    Chief Executive Officer

    We take personal ownership in each of our engagements, supporting the services our clients and partners have entrusted us to deliver with their long-term goals and objectives in mind.

  • Kimberly Schmidt

    Chief Compliance Officer & Chief Operating Officer

    We strive to excel across all functions of our firm, from work product, employee morale, adherence with regulations, and treatment of our clients.

  • Duncan Soqui

    Associate

    Through building a deep understanding of your business and industry, we provide our clients a full-spectrum of services specialized for each stage of their business cycle.

  • Our personalized approach ensures seamless execution and growth, all while building lasting relationships founded on trust and integrity.

  • We approach every client relationship with honesty, integrity, and efficiency, ensuring that our services meet the highest standards.