About Our Team

Paul J. Carroll, CFP®

Principal & Senior Wealth Manager

Elizabeth A. Brady

COO & Wealth Manager

Sarah E. Babin

Associate Wealth Manager

Cydney P. Nash

Planning Associate

Steven Ha

Planning Associate

Katie Sotiropoulos Waltrip

Office & Project Coordinator

Sarah Christine Boehm

Marketing Coordinator & Client Services Associate

Jamie E. Walton

Administrative Assistant