Your Team

Advisory Team

Our advisors are available to answer investment and financial planning related questions. They are committed to providing personalized, objective guidance and advice based on your specific needs.



       Chris Giordano, AIF® -

       Founder & Financial Advisor

       Email Chris



       Allegra Swan -

       Financial Advisor

       Email Allegra



Service Team

Our administrative professionals handle most of the operational and administrative support to our advisors. This includes helping to gather information used to develop financial plans, scheduling client reviews, and account administration.



       Katie Wilson -

       Administrative Assistant

       Email Katie



       Katelyn Graben -

       Director of Operations

       Email Katelyn



Investment Team

Our portfolio consulting team work directly with our advisors to design optimal investment portfolios for our clients.



       Jeremy Olen, CFA® -

       Managing Partner & Chief Investment Officer

       The Financial Services Network



       Hao Dang -

       Vice President of Portfolio Consulting

       The Financial Services Network