Our Team

Who We Are

Our team is comprised of forward-thinking veterans, with diverse financial services backgrounds, who are passionate about recasting the future of financial advice.

Meet The Leadership Team

Robert DeChellis

Founder and CEO

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Matt Settergren

Chief Operating Officer

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Shelly Osterberg

Chief Commercial Officer

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Dan DeChellis

Chief Innovation Officer

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Meet Our Other Partners

Frank Porcelli

Founding Partner

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Jeff Miller

Founding Partner

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Dave Schrohe

Founding Partner

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Peter Cieszko

Founding Partner

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Eric Hoerdemann

Founding Partner

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