Our Team

Marc Bautis
Wealth Manager and Founder

Victoria Finlay
Client Service Associate

Episode 49 – How to Improve Your Child’s Money Management Skills with Shara Nadler of iPiggiBank

May 26, 2020 By Marc

As soon as your child loses their first tooth, they are thinking about money and how they want to spend it. Financial literacy is an important topic to introduce to your child at an early age. On today’s episode, Marc welcomes guest Shara Nadler, founder and CEO of iPiggiBank; a company that is focused on […]

Episode 48 – Tips for Hiring During the Pandemic with Jen Selverian

May 13, 2020 By Marc

Searching for a new job with the recent record-high unemployment rate can be challenging, but it is a difficult time for employers as well. It has become necessary to attract and hire candidates virtually during these unprecedented times. Today, Marc Bautis welcomes guest Jen Selverian. She is the founder and owner of Nadexa Group, which […]

Episode 47 – Executing a Job Search During Coronavirus with Geoffrey Goldman

May 6, 2020 By Marc

Unemployment has reached a record high because of the Coronavirus. In just one and a half months, these numbers soared from 3.5% to over 16%. With a slowly re-opening job market, hiring is hopeful for the near future. Whether you are recently entering the job market for the first time or for the first time […]

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Marc Bautis
Wealth Manager and Founder

Victoria Finlay
Client Service Associate

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Marc Bautis Wealth Manager and Founder

Victoria Finlay Client Service Associate

Marc Bautis
Wealth Manager and Founder

Victoria Finlay
Client Service Associate