We are planning enthusiasts. We are excellent listeners. We are a renegade bunch of list-makers, financial gurus, and math geeks. We are a team united under the banner of MAKING YOUR LIFE EASIER.

Michael Kay

Michael Kay, CFP®

President, Advisor

How you grow up factors into your life and financial decisions in a big way. My dad was a Depression baby, and worked two jobs as a teacher and a musician. He saved every nickel. My mom was…

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Jeremy Levinn

Jeremy Levinn, CFP®

Advisor

I was 10 and piano lessons were going well. My parents were inspired to find me a better piano and tracked down a woman selling an old six-foot Yamaha grand for $8,000 firm. My dad offered…

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Olga Raykhelson

Olga Raykhelson, CFP®

Advisor

I spent most of my formative years in Communist Russia, where you just didn’t talk about money. I only began to think about it when I was twelve and my entire family moved to the United…

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Hugues Rivard

Hugues Rivard, CFP®

Advisor

I’m a hockey player and a complete math geek. I was studying with pre-med students at college (which is the level between high school and university in my home province of Quebec) and I was…

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Tony Villa

Tony Villa, CRPC®

Advisor

My core beliefs about being part of a team were cemented at 18, working as a wrangler and cowhand on a ranch in Jackson Hole, Wyoming. All the hands on the ranch were “in this together”—all…

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Alex Crisafi

Alex Crisafi, CFP®

Associate Advisor

I grew up as the eldest son of business owners: my dad ran a blinds and window coverings store in New Jersey. So I had a front-row seat (in the shop and at the dinner table) to the daily ups…

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Thomas Furda, CFP®

Associate Advisor

My parents emigrated to New York from Czechoslovakia when I was two. They were exceedingly careful with money—when I tore the knees of my (generic) jeans, my mother would patch them, not buy…

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Erin Peek M.D.

Associate Advisor

When you live off student loans and make close to minimum wage—which I did throughout medical school and my residency in emergency medicine—you don’t think about money other than bare-bones…

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Patrice Nicita

Patrice Nicita

Client Service, Office Manager

In 2011, I had the surreal and unforgettable experience of watching my house burn down. I watched a fireman take off his boots and give them to my husband, who had no shoes. I…

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Kathy Molinaro

Kathy Molinaro

Client Service

My father taught me that good deeds don’t go unnoticed. While my mom was sick when I was 10, I took over running the household until she recovered. To show me that he appreciated what I’d…

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Ashley Fox

Ashley Fox

Client Service

It was a nearly ideal situation for anyone in his or her early 20’s, but I asked my parents to take me off the dole. I was moving in with two of my girlfriends, who had both been financially…

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Ashley Fox