Meet the team Work With Us W. Ted Isaacs, CFP® Weston Manley, CFA, CPA, CFP® Adam Goldstein, J.D, LL.M., CFP® Mark “Mattis” Sessel, CLU J. Logan Fuller, CFA, CFP® Jenni Moser, FPQP™ Daniel Polinsky Matt Buckman Judith Isaacs
