Our Team
Jonathan H. Loer, CFP®
Co-founder and Chief Planning Officer
(617) 977-5793
Jon has spent over 25 years in the financial advisory industry developing and executing strategic financial plans for individuals across a variety of backgrounds. As Chief Planning Officer, Jon ensures each client has a deep...
Karīna Sērmūksle
Investment Specialist
Karina is a graduate of both the Riga International School of Economics and Business Administration as well as the KEDGE Business School in Bordeaux, France. She is currently working towards her MBA at the Riga Business School. Her...
Lauris S. Lambergs, CIMA®
Co-founder and Chief Investment Officer
(617) 977-5793
Lauris has more than 25 years of global professional experience in institutional investing, business management and family wealth facilitation. By recognizing that each client has a unique family logic in considering and making complex...