Our Team

  • Michael L. Chindamo, CFP®, AIF®, CSP®

    Managing Director – Family Office Services, Family Business Succession Planning, and Fiduciary Services Founding Partner

  • Roger A. Toelke, RFC, AIFA®, CSP®

    Managing Director – Portfolios, Fiduciary Services and Trust Services Founding Partner

  • Dr. Leslie H. Krieger, Ph.D., SPHR

    President, Consulting Psychologist Assessment Technologies Group

  • Stephen J. “Steve” Atamanchuk, CSP®

    Director – Human Resources and Business Transition Planning