Our Team

Tony Gelderman
Tony GeldermanPrincipal
Richard J. Roth, III
Richard J. Roth, IIIPrincipal
Lori M. Dugal
Lori M. DugalManaging Director
Mahlon Sanford
Mahlon SanfordAdvisory Director
Rachel Rush
Rachel RushFamily Office Specialist
Richard Jaubert
Richard JaubertAccount Manager
Nancy Walshe
Nancy WalsheAccount Manager