Meet your team.

Bogdan Niciu

Principal & Financial Advisor

Bogdan brings more than a decade of experience as a financial advisor and an academic background in economics and finance to his work with individuals and families. He helps clients navigate retirement and other important financial decisions by considering how investments, income, taxes, and estate planning work together.

His approach combines thoughtful analysis with personal attention. He takes time to understand each client’s priorities, explain the tradeoffs, and turn complex questions into practical next steps. His goal is to help clients understand their options and make informed decisions as their lives change.

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Fess Crockett

Financial Advisor

Fess brings a Wharton MBA, a consulting background, and more than 30 years of experience in finance and investments. His experience shapes an analytical approach to evaluating financial choices and understanding how they fit into a client’s broader goals.

He combines that perspective with personal attention, taking time to understand each client’s circumstances, explain the tradeoffs, and help them work through important decisions. His focus is on making complex financial matters understandable and keeping advice grounded in what matters to the client.

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Sarah Korpolinski

Client Services Representative

Sarah supports our advisors and clients, helping keep communication clear and day-to-day service running smoothly. She works closely with the team to coordinate follow-through and help clients get the support they need. Sarah holds a degree in economics.

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