Our Team

Meet Our Professionals

Jeff Dunn-Bernstein

Jeff Dunn-Bernstein, AIF®

Founder & Wealth Management Advisor

Jeff Pisan

Jeff Pisan, CFP®, AAMS®

Portfolio Manager

Jineen Morris

Jineen Morris

Operations Manager

Rene Nease

Rene Nease

Operations Associate

Jeff Dunn-Bernstein

Jeff Dunn-Bernstein, AIF®

Founder & Wealth Management Advisor

Jeff Pisan

Jeff Pisan, CFP®, AAMS®

Portfolio Manager

Jineen Morris

Jineen Morris

Operations Manager

Rene Nease

Rene Nease

Operations Associate

Ready to get started?

The first step is a short, casual conversation to see if we can help.

Our calls are always relaxed and pressure-free.