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Karly Bray, Michael J. Perrone, AWMA™, AIF®, Laurelle P. Byrne-Cody CFP®, Jeffrey J. Smith, CFP®, Elise Syberg

How we can help you

Our advice and services are designed to help meet your individual needs. Wherever you stand in your wealth management journey, we have the flexibility to support you. We can help you:

  • Build a new goals-based investment plan
  • Refresh your existing investment plan after a significant life event
  • Provide a second opinion
  • Develop strategies for an upcoming liquidity event for your business
Across all client relationships, we want to instill optimism and positivity into the process of planning for your future — because, at its heart, investment planning is all about seeking to make your dreams possible.

*No payments were made in connection with receiving these awards. 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). Fee paid for use of Marketing Materials. View award disclosures. 2026 AdvisorHub 50 Next Gen Advisors to Watch: Awarded June 2026; Data compiled by AdvisorHub based on the time period from 12/31/24 - 12/31/25 (Source: AdvisorHub). The 2026 AdvisorHub 50 Next Gen Advisors to Watch rating produced by AdvisorHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. Fee paid for use of Marketing Materials. The 2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 - 12/31/24 (Source: AdvisorHub). Fee paid for use of Marketing Materials. View award disclosures. 2025 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). Fee paid for use of marketing materials. View award disclosures. 2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com).  Fee paid for use of marketing materials. View award disclosures. 2019 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com). Fee paid for use of marketing materials. View award disclosures.

What makes us different

Sharing our knowledge for a true team approach

Our team members have navigated more than a decade of diverse market environments with clients located across the United States. We offer complementary skills and individual perspectives, blending a disciplined, time-tested approach with modern techniques and strategies to pursue your goals.

Promoting a wholistic view of your financial life

As we develop and maintain your plan, we consider both sides of your balance sheet — both your assets and your liabilities. Through our access to the resources of Wells Fargo Bank, we can provide lending and mortgage services for complex situations and help incorporate them seamlessly into your plan.

Collaborating to prepare for your legacy

Working in collaboration with a Wells Fargo trust and estate specialist, our team will provide advice regarding estate planning strategies, multigenerational wealth and succession opportunities. We will also develop an action plan for you to share with your attorney, accountant, business manager and other trusted professionals, so you can have confidence that their recommendations align with your financial strategies.