Our Integrated Team

Meet the team dedicated to serving your needs

We strive to deliver a personalized experience designed to empower you and your loved ones on your financial journey.

Discover the power of personalized financial guidance with our Virtual Family Office (VFO). Tailored specifically to your life's unique demands, our VFO isn't just a service — it's an experience crafted to support your financial journey at every stage.

We assemble a custom-tailored team of expert professionals dedicated to your success. At every step, we work to align your strategies with your goals, empowering you and your loved ones to thrive. Together, we help redefine what wealth means for your family, freeing up your time to enjoy life's most enriching pursuits.

Meet the Team

  • Austin Collins

    Founding Principal

    AWMA®, CEPA®, CLTC®, CRPC®, RICP®

  • Anthony Rossi

    Registered Client Service Specialist

  • Laura McCarthy

    Director of Operations

  • Meagan Orr

    Executive Assistant

Ready to Start Your Wealth Planning Journey