Dedicated, Experienced Team Assembled For Your Success

Our multi-generational team blends deep experience and diverse expertise, bringing together a wealth of credentials including CFAs, CFPs®, CPAs, JDs, and MBAs. We trust each other and draw on our collective knowledge to build comprehensive, tailored strategies for your success.

Mark Resnik

JD
Managing Director
Bio

Steven Resnik

JD, MBA
Managing Director
Bio

Young Im

CFA, CPA
Managing Director, Senior Portfolio Manager
Bio

Zachary Patzik

CFA, CFP®
Managing Director, Senior Wealth Advisor
Bio

Abby Davis

Managing Director, Client Services
Bio

Chris Nelson

JD
Chief Compliance Officer
Bio

We believe our people are our greatest asset.
Interested in joining our team?