Our People

Experience That Moves
Families Forward

Decades of leadership at the largest financial institutions have shaped a team dedicated to guiding wealth with clarity and purpose. We make decisions with discipline, discretion, and a focus on building lasting legacies for the generations ahead.

Andrew J. Plum, CFP®, CIMA®

Managing Partner, Investment Committee Head

Thomas J. Cullen

Partner, Investment Committee Member, Senior Portfolio Manager

Taylor B. Marsh

Partner, Investment Committee Member, Portfolio Manager

Kathleen R. Burke

Principal, Investment Committee Member

Joan E. Davis

Senior Client Associate

Codie Allen

Senior Client Associate

Stephanie Speer

Client Associate