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
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Austin Collins
Founding Principal
AWMA®, CEPA®, CLTC®, CRPC®, RICP®
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Anthony Rossi
Registered Client Service Specialist
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Laura McCarthy
Director of Operations
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Meagan Orr
Executive Assistant