Our Team

Noel Cooper, CFP®
Noel Cooper, CFP®

Noel Cooper, CFP®

Founder /
Managing Partner /
Principal

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Howard Klieger
Howard Klieger

Howard Klieger

Founder /
Managing Partner /
Principal

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Zach Walters, CFP®
Zach Walters, CFP®

Zach Walters, CFP®

Chief Investment Officer /
Principal

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Louis Klieger, CFP®
Louis Klieger, CFP®

Louis Klieger, CFP®

Sr. Relationship Manager /
Principal

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Shelton Smith
Shelton Smith

Shelton Smith

Senior Administrative Manager

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Blake Sciera, EA
Blake Sciera, EA

Blake Sciera, EA

Junior Client Associate

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Yi Ding, CPA
Yi Ding, CPA

Yi Ding, CPA

VP, Tax Advisory Services

Read more about Yi Ding, CPA