Creating individualized financial plans since 2006

With over two decades of experience, Chad oversees the firm, which specializes in wealth management services for individuals and families. Additionally, the firm has extensive expertise in advising corporate and non-profit retirement plans for organizations across the country.

Sarah is a key member of our advisory team, helping clients accomplish their financial objectives through in-depth financial planning and investment advice. She works with both wealth management and 401(k) clients.

As a member or our advisory team, Kevin works with clients on all aspects of wealth management and financial planning and assists them to ensure they are well positioned toward their short and long term financial goals. He works with both personal wealth management and corporate retirement plan clients.

Stephanie has over 21 years of experience providing service and advice to 401K clients. She supports all aspects of retirement plan practice and is integral to the service and advisory support we provide our retirement plan clients.

Nick joined Longtide as the director of research. He collaborates with the advisors and clients to create portfolios that match both the market environment as well as the investment objective.

Tiffany is our director of operations and oversees all operational aspects of the business. She serves as the main point of contact for incoming clients, aiding them every step of the way to create a seamless experience for new clients. For existing clients, she ensures all needs are met and provides ongoing support.

Dave joined Longtide as a Client Service Associate, providing operational support to Longtide’s advisors while also assisting both wealth management and corporate retirement plan clients with their service needs.