Broker Check


Let's face it.  No one has a monopoly on good ideas and everyone's situation is unique.  For that reason we take a team approach to all of our engagements so that you get the best possible recommendations from a cross-disciplinary perspective.  That way you can be confident that your situation has received the attention that it deserves from the right experienced professionals.

Doug Hepburn, CPA/PFS, CFP®, MS Taxation

Financial Advisor


Doug Hepburn is a Certified Financial Planner™ professional. A member of the American and Pennsylvania Institutes of Certified Public Accountants, Doug is Chairman of the PICPA’s Personal Financial Planning committee and...

Read more

Hristo Stefanov, CFA, CAIA
Investment Director

Investment Director

Hristo Stefanov is primarily responsible for the research, selection and ongoing oversight of alternative mutual funds. His role includes generating actionable insight on a variety of broad market topics and on specific fixed income...

Read more

Juliet Hendrickson, JD

Senior Attorney, Advanced Planning

Juliet A. Hendrickson is a senior attorney in the Advanced Planning Group for Cetera Financial Group, a leading network of independent broker-dealer firms. The platform is the second largest independent financial advisor network in the...

Read more