Meet Our Team

Experience in multi-generational wealth stewardship and family office advisory

Greg Sloan

Greg Sloan, CFP®, CEPA®

Managing Partner / Family CFO
 

Expertise:
Finance, Legal, HR
 
Experience:
31 Years
Davy Wallach

Davy Wallach

Director of Growth Strategy & Capital Markets

Expertise:
Capital Markets, M&A, Revenue Growth
Experience:
8+ Years
Sarah Farol

Sarah Farol

VP of Accounting
 

Expertise:
Budgeting, Cash Flow Management
Experience:
25 Years
Bill Collins

Bill Collins, EA

Tax Partner

Expertise:
Tax Strategy, Account Management
Experience:
29 Years
Thomas Ferguson

Thomas H. Ferguson, CFA

Family CFO

Expertise:
Investment Management, Wealth Planning
Experience:
35+ Years
Katherine Sloan

Katherine Sloan

Tax Manager | Executive Assistant

Expertise:
Coordinating Schedules, Tax Process, and Bookkeeping
Experience:
30 Years